retirement planning »

Retirement planning requires a solution-based approach

Retirement planning requires a solution-based approach

Shannon Hicks August 28, 2017 1

“It’s ironic that the biggest source of wealth is locked up in bricks & mortar…” While more financial professionals are embracing the HECM, ironically our cousins across the pond seem to better grasp the

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Using a HECM Instead of Long-Term Care Insurance

Using a HECM Instead of Long-Term Care Insurance

Shannon Hicks June 19, 2017 1

One Financial Planner Suggests Two LTC Insurance Alternatives If you were to eavesdrop on a typical meeting with someone in their 50’s with their financial advisor, chances are you would here the sensible advice

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A Perversion of the HECM?

A Perversion of the HECM?

Shannon Hicks September 6, 2016 32

AARP Frowns Upon Strategic Use of HECM in Portfolio Management Creativity unlocks potential markets and opens up possibilities. It also makes you a target of critics. In recent years the long overlooked principal limit

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Transitioning Into Retirement

Transitioning Into Retirement

Amara Rose May 10, 2016 1

8 Ways to Ease the Shift Everybody talks about being retired, but less common is the in-between period when you may no longer be working full-time, yet are not what you might consider “senior”

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The Year of the Financial Advisor?

The Year of the Financial Advisor?

Shannon Hicks February 1, 2016 1

Slow & Steady Growth Depends on Partnering with Financial Professionals Since the housing and economic crash of 2008 our industry has had its collective eye focused on the horizon seeking for signs of a

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One Partner Retires, the Other Doesn’t

One Partner Retires, the Other Doesn’t

Amara Rose October 13, 2015 3

The New Retirement (Part 2): One Partner Retires, The Other Doesn’t Last month we examined when retirement makes sense in terms of competency. But what if your reverse mortgage prospect(s) are perfectly competent, yet

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The Future of Aging Well

The Future of Aging Well

Amara Rose June 22, 2015 0

There is the matter of how societal expectations affect where older adults live, which makes the changing senior living landscape a bright field for the reverse mortgage industry. As we're exploring, the desire to

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Retired – Or Retooled?

Retired – Or Retooled?

Amara Rose January 13, 2015 7

Today's retirees can retire and retool, in any number of ways. If they haven't yet done so, it's helpful for those approaching or in retirement to take a long look at how they might

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