Maximize Your Retirement with HomeSafe

“Folks are usually about as happy as they make their minds up to be.”- Abraham Lincoln 

FINANCIAL TOOLS TO FIT YOUR UNIQUE RETIREMENT

When you think about retirement, what is your vision?

I’ve found that retirement can mean something very different to each of my clients. For some their goal is to have the freedom to travel and explore the world. For others it’s right-sizing to the ideal home closer to family and with no mortgage payments. And most would like to live out their golden years with financial security and peace of mind.

The HomeSafe® suite of reverse mortgage products offers a variety of options to help you bring your retirement vision to life.

Click on the link below to download an overview on HomeSafe and learn more about the range of strategic financial solutions available.  

Interested in the HomeSafe suite and talking about which solution will help you meet your retirement goals? Contact me to have a conversion or to set up a complimentary personal assessment.

Oct. 9 ~ Written by Cynthia Kee 

HECM vs. HELOC: What’s the Difference

“Love is that condition in which the happiness of another person is essential to your own.”- Robert A. Heinlein

A COMPARISON: HECM VS. HELOC 

One of the questions I get asked frequently is what are the differences between a HECM (Home Equity Conversion Mortgage) and a HELOC (Home Equity Line of Credit).

With both a HECM and a HELOC you maintain ownership of your home but with the HECM there are a number of other significant benefits.

Below is a great piece talking about the differences between these two financial solutions.

Click here to read: 

Please reach out if you’d like to learn more about how a HECM can help you meet your retirement goals.