Shifting Into Reverse Blog
#37 Using a Reverse Mortgage to Cover Pandemic-Imposed Needs
BE READY TO REBOUND FROM PANDEMIC-INDUCED COSTS 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 You’ve both always carried on a very active lifestyle, and the first couple of years since […]
#36 Using a Reverse Mortgage to Prepare for Long-Term Care Costs
TAKING CARE OF LONG-TERM CARE 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 So far, so good, you’d been thinking. In fact, looking back over the five […]
#35 The Positive Effects of Reverse Mortgage Strategies on Financial Plan Sustainability Belong on Your Need-To-Know List
TALKING COMPLIANTLY WITH CLIENTS REGARDING REVERSE MORTGAGES 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 As a financial advisor, you’re keenly aware of the need to avoid offering tax advice or […]
#34 Combining Roth Conversion and Reverse Mortgages
REVERSE MORTGAGES AND ROTH CONVERSIONS – LIKE A HORSE AND CARRIAGE 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 You’ve been doing quite well in semi-retirement, both health-wise and financially. However, […]
#33 Avoiding Forced Early Pension Withdrawals Through a Reverse Mortgage
RULE OF 55 WITHDRAWAL? A REVERSE MORTGAGE MIGHT BE A BETTER IDEA 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 Like a number of your friends and former co-workers, you’ve been […]
#32 Avoiding Early Social Security Through a Reverse Mortgage
EARLY SOCIAL SECURITY? A REVERSE MORTGAGE MIGHT BE A BETTER WAY TO GO 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 Your plan had been to work at least until your […]
#31 Hedging against property value risk through a Reverse Mortgage
LOCKING IN HOME VALUE ON A HIGH NOTE 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 With all the buzz about the incredibly competitive market for homes in Indiana, you’ve been […]
#30 Saying it Isn’t So about Reverse Mortgages
REVERSE MORTGAGE MYTH: All DEBT IS TO BE AVOIDED 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 After a close friend (like yourself in her mid seventies) confided that she had […]
#29 Saying It Isn’t So About Reverse Mortgages
You’ll Saddle Heirs with Debt 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 Four years in, you continue to reap the benefits of the saving and planning you’d done in preparation […]