They Paid Cash for the Condo Then Put Their Home Equity to Work
Jim and Shirley’s story shows how home equity can support improvements and keep other resources available.
Read the articleResources
Find an answer you can use.
Explore ways home equity could help with a monthly budget, a move or a family decision. Choose the question that’s closest to yours.
Homeowners & Families
Donna Still Loved Her Work She Just Wanted Less Pressure
Donna wanted to keep doing work she loved with less pressure from her mortgage payment.
Read the articleOne Retirement Became Two Households: How Jack and Irene Found a Way Forward
How two HECMs helped Jack and Irene arrange separate homes after 52 years of marriage.
Read the articleWhen Mom or Dad Mentions a Reverse Mortgage Start With a Conversation
Bring your questions and your parent’s goals into a conversation the whole family can understand.
Read the articleBefore You Pay Cash for the Next Home Look at What You Want Left Over
Compare purchase options with the cash you’d like to keep available after the move.
Read the articleYes You Can Buy Your Next Home With a Reverse Mortgage
How HECM for Purchase can help you buy your next home and retain more cash.
Read the articleHelping Their Parents Without Stretching Their Own Family Too Thin
Tom and Julie’s family found a way to support their parents’ independence and relieve pressure on both households.
Read the articleWhen Retirement Starts to Feel Smaller Than You Planned
Explore whether home equity could give your retirement budget a little more breathing room.
Read the articleRealtors
When an Older Buyer Finds the Right Home but the Financing Feels Wrong
A third financing option when an older buyer likes the home but feels uneasy about paying for it.
Read the articleWhen Maybe Next Year Means the Move Feels Too Expensive
Help a hesitant seller explore the financing for the next home before postponing the move.
Read the articleWhen Mom or Dad Mentions a Reverse Mortgage Start With a Conversation
Bring your questions and your parent’s goals into a conversation the whole family can understand.
Read the articleBefore You Pay Cash for the Next Home Look at What You Want Left Over
Compare purchase options with the cash you’d like to keep available after the move.
Read the articleYes You Can Buy Your Next Home With a Reverse Mortgage
How HECM for Purchase can help you buy your next home and retain more cash.
Read the articleFinancial & Legal Professionals
They Paid Cash for the Condo Then Put Their Home Equity to Work
Jim and Shirley’s story shows how home equity can support improvements and keep other resources available.
Read the articleOne Retirement Became Two Households: How Jack and Irene Found a Way Forward
How two HECMs helped Jack and Irene arrange separate homes after 52 years of marriage.
Read the articleBefore You Pay Cash for the Next Home Look at What You Want Left Over
Compare purchase options with the cash you’d like to keep available after the move.
Read the articleHelping Their Parents Without Stretching Their Own Family Too Thin
Tom and Julie’s family found a way to support their parents’ independence and relieve pressure on both households.
Read the articleFor professional partners
Bring the client’s question. Explore the housing options.
Practical articles for financial advisors, CPAs, attorneys and elder care professionals, adapted from Retirement Architecture Review.
Before the Next IRA Withdrawal, Bring the Home Into the Conversation
A planned expense is an opportunity to compare funding sources before the client moves the money.
Read the articleA Source of Liquidity Can Help Before Your Client Uses It
An available reserve can give an advisory team more time to make a good decision when life gets expensive.
Read the articleCan the Survivor Keep the Home Comfortably?
Review the house alongside survivor income while both spouses can help shape the plan.
Read the articleWhen Care Begins, Help the Family Compare the Funding Choices
Connect a care plan with a practical funding review before the family has to make several decisions at once.
Read the articleBefore the Divorce Settlement Is Final, Test the Housing Plan
Help each spouse understand how a housing decision will work after one household becomes two.
Read the articleThe Home Is Worth More. Is It Still Comfortable to Carry?
Rising carrying costs can reveal a planning opportunity even when the client’s net worth looks strong.
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