Shifting Into Reverse Blog
#63 Refinancing Your Reverse Mortgage
A REVERSE MORTGAGE CAN BE BETTER THE SECOND TIME AROUND David Garrison Home Equity Retirement Specialist NMLS # 1595194 Serving the State of Indiana p (317) 644-2595 c (765) 516-0130 e [email protected] 2169 East Rutland Lane, Martinsville, IN 46151 Corporate NMLS #1025894 Seven years ago, after arriving at two important decisions (retire from full-time employment […]
#62 Using a Reverse Mortgage to Avoid Tax on Social Security
BLOCKING THE TAX TORPEDO WITH A REVERSE MORTGAGE David Garrison Home Equity Retirement Specialist NMLS # 1595194 Serving the State of Indiana p (317) 644-2595 c (765) 516-0130 e [email protected] 2169 East Rutland Lane, Martinsville, IN 46151 Corporate NMLS #1025894 Effective anti-torpedo defense depends on early detection of the torpedo. … Once the torpedo is […]
#61 Using a Reverse Mortgage to Buy a New Home
JUMPING AHEAD WITH A REVERSE MORTGAGE David Garrison Home Equity Retirement Specialist NMLS # 1595194 Serving the State of Indiana p (317) 644-2595 c (765) 516-0130 e [email protected] 2169 East Rutland Lane, Martinsville, IN 46151 Corporate NMLS #1025894 At age 66, now three years into living on your own following your spouse’s passing, you’ve decided […]
#60 Using a Reverse Mortgage to Renovate
REVERSE MORTGAGE FOR A LIFT AND A SWIRL David GarrisonHome Equity Retirement SpecialistNMLS # 1595194Serving the State of Indianap (317) 644-2595 c (765) 516-0130e [email protected] 2169 East Rutland Lane, Martinsville, IN 46151Corporate NMLS #1025894 After much back-and-forth discussion, with each other, friends, the doctors, you’ve decided that despite the severe problems you’ve been having in […]
#59 Using A Reverse Mortgage to Finance Dental Costs
USE HOUSING WEALTH TO RESTORE A SMILE David GarrisonHome Equity Retirement SpecialistNMLS # 1595194Serving the State of Indianap (317) 644-2595 c (765) 516-0130e [email protected] 2169 East Rutland Lane, Martinsville, IN 46151Corporate NMLS #1025894 Eight years into full retirement, you have been able to maintain your lifestyle needs very comfortably, particularly given the nice gains in […]
#58 Including Heirs in Reverse Mortgage Planning
INCLUDING HEIRS IN REVERSE MORTGAGE PLANNING David GarrisonHome Equity Retirement SpecialistNMLS # 1595194Serving the State of Indianap (317) 644-2595 c (765) 516-0130e [email protected] 2169 East Rutland Lane, Martinsville, IN 46151Corporate NMLS #1025894 Comforted by the fact that all three of your adult children are financially stable, the two of you have been able to focus […]
#57 Reverse Mortgage Broadens Choices Post-Divorce
STAYING HOME POST-DIVORCE David GarrisonHome Equity Retirement SpecialistNMLS # 1595194Serving the State of Indianap (317) 644-2595 c (765) 516-0130e [email protected] 2169 East Rutland Lane, Martinsville, IN 46151Corporate NMLS #1025894 In the fourth year of a second marriage that unfortunately is not going to work out, you are in the process of exploring your legal and […]
#56 Reverse Mortgage as an Inflation Hedge
LET YOUR HOUSING WEALTH BE YOUR UMBRELLA David GarrisonHome Equity Retirement SpecialistNMLS # 1595194Serving the State of Indianap (317) 644-2595 c (765) 516-0130e [email protected] 2169 East Rutland Lane, Martinsville, IN 46151Corporate NMLS #1025894 Now almost five years into a “three-quarters retirement”, you had been feeling pretty good about the degree to which consistent planning and […]
#55 When Heirs Need Your Help More Than Your House
When Heirs Need Your Help More Than Your House David GarrisonHome Equity Retirement SpecialistNMLS # 1595194Serving the State of Indianap (317) 644-2595 c (765) 516-0130e [email protected] 2169 East Rutland Lane, Martinsville, IN 46151Corporate NMLS #1025894 You’ve always been conscious of the importance of estate planning. Now, however, in your late seventies and in the aftermath […]