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FOR OREGON RESIDENTS ONLY Effective July 1, 2024 Your Rights and Choices The Oregon Consumer Privacy Act (“OCPA”) provides consumers residing in Oregon (“Oregon Consumers” or “you”) with specific rights regarding their personal data. This Privacy Notice (“Notice”) supplements the Mutual of Omaha Mortgage Online Privacy Policy (“Policy”) and applies solely to Oregon Consumers. This […]

Retirement marks a significant milestone in life, offering a chance to enjoy the fruits of your labor, pursue long-awaited dreams, and spend quality time with loved ones. However, as you transition from a regular paycheck to relying on savings and other sources such as Social Security benefits, it’s important to have a clear understanding of the […]

June marks Men's Health Month, a time dedicated to raising awareness about the importance of health and wellness for men of all ages. For men over 60, maintaining a healthy lifestyle is especially important as it can significantly impact overall well-being and longevity.

What Is a Reverse Mortgage and How Does it Work?   A reverse mortgage is a financial tool designed for homeowners aged 62 and older, offering a way to tap into the equity of their homes without the need to sell or move out.    A reverse mortgage, also known as a Home Equity Conversion Mortgage (HECM), […]

Many Americans eagerly anticipate retirement as a time to enjoy leisurely activities, pursue passions, and relax after years of work. Yet, for many seniors, finding financial stability in retirement remains a pressing concern.   Social security, pensions, and savings may not always cover rising living costs, healthcare expenses, and unforeseen financial emergencies.   Fortunately, there is a […]

Homeowners who are near or in retirement often find themselves in need of additional funds. Whether they’re looking to increase their monthly income, cover a large project such as a home renovation, or have a line of credit they can draw from in case of emergency, accessing extra cash can be a challenge.  It’s not […]

Reverse Mortgages: What They Are and How They Work A reverse mortgage is a home loan available to homeowners aged 62 or older. It allows them to convert part of the equity in their home into cash while eliminating monthly mortgage payments. The most common type of reverse mortgage is the home equity conversion mortgage […]

When workers enter retirement, one of the biggest concerns is whether or not their retirement savings will be enough to last them throughout their retirement. This makes managing cash flow in your golden years vitally important. One factor to consider is how to minimize taxes in retirement. Without employing some key strategies, taxes can quickly […]