HECMIZE Your Business Plan

HECMIZE Your Business Plan

Picture a mid-1970’s version of Southern California, an excited young couple stepped together into a new threshold, gleaning with pride as their homeownership dream had materialized. This new anchorage presented for their impending family a launch to an eventful future with endless possibilities and priceless memories.

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Who Told You That?! Breaking Down the [Reverse Mortgage] Facts

Who Told You That?!  Breaking Down the [Reverse Mortgage] Facts

“Things aren’t always what they appear. . .” Do you remember hearing that said over the years? I heard it, I know my parents heard it, and I’m pretty sure my grandparents heard it too! Funny thing is, the quote never really resonated in an extraordinary way or piqued my keen interest – but it does now.

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Retiring Smarter with HECM

Retiring Smarter with HECM

Let’s imagine the overwhelming pinning down today’s older Americans. Side-swiped by the unforeseeable, seniors have been grossly affected by never ending Covid outbreaks, increased costs of living (due in part to the highest inflation in recent history), increased work demands and even forced surrenderings to retirement. This culmination has our elderly pathway positioned for a financial avalanche!

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This Just In! Senior Homeowners Desperately Need HECM!

This Just In! Senior Homeowners Desperately Need HECM!

Ever met a client so guarded, you could swear you were up against Fort Knox? It’s not always easy being vulnerable — particularly with strangers. Some might find it difficult to share or illuminate things that might be perceived as personal failures. This seems to be exceptionally true when it comes to financial matters. It’s just so personal. If you were raised with the whispered mantra “family’s business is NO ONE’s business,” you are familiar with the unspoken rule.

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HECMomics 2021

HECMomics 2021

C H A N G E S…we’ve seen more than we would’ve liked to over this past year. And although changing is most often an uncomfortable process, the concept is really nothing new. Everyone knows change itself can be grueling—if it weren’t, there wouldn’t be so much fuss over it. Just run a quick search on the web, walk through the aisles of your local bookstore, or even browse your favorite music app and you’ll find its it to be an incessant theme screaming out from all corners.

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Moving Forward in Reverse

Moving Forward in Reverse

By a certain point in life, you’ve had enough time on this earth to question some past decisions. It seems as we mature in age and wisdom, we also evolve in discernment. Many of us would declare with confidence those things we’d do differently – apply those lessons learned – if only we were allowed such a chance. It’s a torturous mindset that not only robs a person of inner joy but consumes and takes captive their hearts and thoughts.

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Follow the HECM Brick Road

Follow the HECM Brick Road

We’ve all watched the classic scene in The Wizard of Oz where sweet little Dorothy and her friends cheerfully skip along the proverbial road to a better place. But, if you’ve ever enjoyed the book or play Wicked, you’d attest there’s a whole other side to its subverted story...

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