Tag: retirement strategies

reverse mortgage lender

Choosing the right reverse mortgage lender

How do I choose the right New Reverse Mortgage Lender? The New Reverse Mortgage is more than just a loan program it’s a retirement lifeline. So finding the right professional to answer your questions is the first step in deciding if a reverse mortgage is right for you. Because 99% of reverse mortgages are HUD…

dream retirement

Finding retirement dream home in California

Robert and Melissa had achieved their dream retirement. Their 3200 sq.foot, 4 bedroom/3 bathroom home was perfect for the two of them. Located on the 10th fairway in one of the most prestigious gated golf communities in Arizona, they were living in their forever home. Or so they thought! They came to realize their dream…

senior homeowners

Senior homeowners in line for property tax relief

November election promises property tax relief for senior homeowners A ballot initiative for the November election, The California Proposition 13 Tax Transfer Initiative, would amend Prop 13 to allow senior homeowners or severely disabled homebuyers to transfer their property tax base to a replacement residence for any price, in any County and as many times…

medicare surcharges

Save thousands of dollars on Medicare surcharges

In case you haven’t heard Medicare surcharges are on their way up The Collins Dictionary defines “surcharge” as: A surcharge is an extra payment of money in addition to the usual payment for something. It is added for a specific reason. Medicare ushered in a new income scale as the basis for Medicare high-income surcharges.…

medicare donut hole

Taking the bite out of the Medicare “donut hole”

The Medicare donut hole is catching countless seniors unaware As we get older taking prescription drugs is a fact of life and the costs of these drugs continue to skyrocket. In simpler times retirement planning was less complicated than it is for us today. There were more defined benefits retirement plans that provided you with…

When you’re house rich but cash poor

The New Reverse Mortgage for when you’re house rich and cash poor Frank and Lola had lived in and around San Diego for most of their lives. As much as they would like to stay in America’s Finest City, they really wanted to downsize and be closer to their kids, grandkids (and soon to be…