Financial Planner news

Financial Planner news on Reverse Mortgages

More seniors are getting divorced and judges are separating assets with a Reverse Mortgages.  Read Story

Should I get a Reverse Mortgage? See video

Here’s the Average Cost of Retirement: How Prepared Are You?   Read Story

Elder Law and Estate Planning Advice.  Read Story

Should you use a reverse mortgage to delay taking Social Security? USA Today. Read Story

Robert C Merton. Nobel Prize-winning economist talks about Reverse Mortgages.Read story   

Product vs Process  Read Motley Fool Article    Many uses and users benefits for a Reverse Mortgage HECM. Read

Financial planners should avoid error by omission and consider reverse mortgages     Read

FINRA (Financial Advisor Planning organization) for the purpose of protecting investors) Debunks Reverse Mortgage Misconceptions Potential borrowers should know all of the facts before getting a reverse mortgage, and a recent podcast from the Financial Industry Regulatory Authority (FINRA) clears up some common misconceptions associated with the product. Read

Financial Planners and CPA’s. A reverse mortgage loan is not for everyone. Our goal is to work with trusted financial and legal financial planners and CPA’s to help determine if a reverse mortgage meets the needs of your client. We can accomplish this by providing detailed loan scenarios to you (with your client’s permission) and personal consultation with our staff to help reach a decision that is in the best interest of all parties. We are up front with our clients about the advantages and disadvantages of a reverse mortgage.

For more information on Reverse Mortgages and financial planner please call Scott Underwood in Birmingham (205) 908-2993, Huntsville (256) 6779767.