Dale and Gail’s Story
Dale and Gail are successful business owners… very successful. Their assets and collections are in the millions of dollars. They had a very nice home in Albuquerque, but the property was just too big for them to maintain and they didn’t want to dedicate...
Jim’s Story
In 2008, Jim, a 64 year old Real Estate Broker with 40 years of experience asked Gordon to help him understand the HECM Reverse Mortgage program he kept seeing on TV. Over the prior 15 years, a high level of trust had been developed as we helped him, his...
The Silver Tsunami
The Aging Population will Double in Next 35 Years Not only does time march forward, but the Silver Tsunami does too! The term “Silver Tsunami” is a term used (and quite appropriately) to get across the point that the senior population in America is...
Reverse Mortgage Information for Purchases
Reverse Mortgage Information for Purchasing a home You CAN teach an old dog new tricks. The “HECM for Purchase” (aka: “Reverse for Purchase”) program is a unique way to finance the purchase a home. It was designed by HUD in 2009 to allow seniors to...
Reverse Mortgage Information
When should you begin to take your Social Security? If you are able, the common recommendation from Financial Planners is to delay taking your Social Security. But, how do you do it? Well, there are various ways to supplement your income so that you are...
Reverse Mortgage Information
When should you begin to take your Social Security? If you are able, the common recommendation from Financial Planners is to delay taking your Social Security. But, how do you do it? Well, there are various ways to supplement your income so that you are...
Seniors Helping Seniors
Need a job? Below is a link confirming something that I see with much regularity. Senior Caregivers that are seniors, themselves. Many older job seekers run across age discrimination. It isn’t verbalized, but it is a real truth. This article shows that...
Reverse Mortgages Growing in Popularity with Financial Advisors
Over the past few years, Financial Advisors have begun to change their views about reverse mortgages as they now see the opportunity for their clients to retain or enhance their portfolio and / or estate. Here is a recent article written by the Wall Street...
Reverse Mortgages Can Benefit Retirees Both Wealthy and Not
This article, published by the Wall Street Journal, gives some helpful tips for seniors considering the reverse mortgage program. WSJ article is here!
How Important is Asset Allocation to Retirement Security
If you are a Financial Planner or just analytical by nature, this is the article for you. Published by the Center for Retirement Research, it has lot of good facts and I really benefited from this quick read. Click here.