Author: Orange County Reverse Mortgage

The Safer Way to Open a Retirement Business

One interesting case-study that came up recently was a client who wanted to buy a business. Frankly, he was a little bored with retirement it seemed and also wanted to make some money, and ideally have some more assets to leave his family. Conventional business financing would potentially put his stability at risk, as most … Continue reading “The Safer Way to Open a Retirement Business”

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How To Save $40,000 on Transfer To Children

One way to save a substantial sum on estate taxes is simply gifting money to family while you’re still around to enjoy the process. Doing so is not only more fun, it can be tax advantaged as well. Note: We’re lending professionals, not tax experts. For full details about your exact situation, please seek the … Continue reading “How To Save $40,000 on Transfer To Children”

What happens if we decide to move? When the property is no longer your primary residence, the loan becomes due and the balance paid, typically by selling the property, or refinancing. Your home needs to remain your principal place of residence when you have a reverse mortgage. You may travel or leave your home (i.e. … Continue reading “What happens if we decide to move?”

Top reasons to talk to us about a Tustin Reverse Mortgage… Financial planning. The value of your home will move up or down regardless of the mortgage you have on it, if any. Why not rebalance some equity into other investments? See our example case studies for more options, or ask us, but one family … Continue reading “Tustin Reverse Mortgage”

Top 5 reasons to talk to us about a Seal Beach Reverse Mortgage… Financial planning. The value of your home will move up or down regardless of the mortgage you have on it, if any. Why not rebalance some equity into other investments? See our example case studies for more options, or ask us, but … Continue reading “Seal Beach Reverse Mortgage”

Top 5 reasons to talk to us about a Santa Ana Reverse Mortgage… Financial planning. The value of your home will move up or down regardless of the mortgage you have on it, if any. Why not rebalance some equity into other investments? See our example case studies for more options, or ask us, but … Continue reading “Santa Ana Reverse Mortgage”

Top 5 reasons to talk to us about a Orange Reverse Mortgage… Financial planning. The value of your home will move up or down regardless of the mortgage you have on it, if any. Why not rebalance some equity into other investments? See our example case studies for more options, or ask us, but one … Continue reading “Orange Reverse Mortgage”

Top 5 reasons to talk to us about a Orange County Reverse Mortgage… Financial planning. The value of your home will move up or down regardless of the mortgage you have on it, if any. Why not rebalance some equity into other investments? See our example case studies for more options, or ask us, but … Continue reading “Orange County Reverse Mortgage”