A Little-Known Strategy to Help Protect Your Retirement Savings for Longer
Nobody wants to run out of money and be financially shipwrecked in retirement. Unfortunately, there is a lurking and potentially devastating danger out there that…
Category: Reverse Mortgage Case Studies
HECM reverse mortgage case studies based on real-life scenarios that tie together key topics and terms. See how a reverse mortgage can enhance your retirement lifestyle and financial security.
One Couple’s Tragic Situation And Why I Couldn’t Help Them
What do you think it’s like to be in your late eighties, in declining health, without a dime in the bank, and facing foreclosure? I…
Yes, A Reverse Mortgage Can Be Life Changing
Imagine it’s Christmas Day and you’re sitting on the sofa in the living room of your son’s house. A beautiful Christmas tree covered with ornaments…
What One Couple Did to Get a Reverse Mortgage Was Pretty Crazy (Or Was It?)
Accountants and financial advisers beware, this case study might freak you out a bit. What if I said that a couple chose to drain their…
Case Study: How the Smiths Upgraded Their Lifestyle Without Draining An IRA or Increasing Their Taxes
Mr. and Mrs. Smith, both 66, are retired and live in the state of Virginia. Mr. Smith had a very successful career as an aerospace…
Case Study: How One Couple Wiped Out Debt Payments, Extended the Life of their Savings, and Eliminated Financial Stress
Fred and Gina Mason, both 79, live in Reno, Nevada and have been retired for a number of years. Fred was an insurance agent for…
Are You Throwing Money Down a Rat Hole?
Are you retired (or nearly retired) and still making mortgage payments? If so, is that what you envisioned for your retirement? Was it your plan from…
Case Study: How a Reverse Mortgage Helped One Woman Reclaim Her Dream of Traveling
Nancy, 65, loved to travel and has been on many exciting trips throughout north and central America. During her working years she dreamed of a time in her…
Case Study: How A Reverse Mortgage Enabled One Couple to Finally Retire
Ted and Patricia, aged 67 and 64, respectively, live in Lake Forest, CA and are looking ahead toward retirement. Both are still working, Patricia as…