Updated: Sep 21
Can you believe that 2023 is almost over? I think we can all agree that right now, the economy is really wreaking havoc with our finances and the dollar is just not stretching as far as it once did. This quarter, I am going to introduce some ideas and concepts that might help you keep more of your investments in place while providing a way for seniors 62+, who own their own home, might be able to eliminate their mortgage and free up some of their home's equity to help find some balance. We have some webinars for you to attend as well as some on-demand webinars you can watch. We have included some articles on what a Home Equity Conversion Mortgage (HECM) loan is and what some people have used the funds from their HECM loans as well.