by Steve G | Oct 20, 2023 | Finance
Credit to MarketWatch, Fidelity Investments, and Chris Chow/USA Today for their data and insights. According data from Fidelity Investments, Baby boomers are “underwater” in recovering retirement account balances compared with millennials. The 401k account balances of... 
by Steve G | Oct 13, 2023 | Finance, Housing, Reverse Mortgage
Several factors determine how much money you can borrow through a reverse mortgage. Those factors include your age, the interest rate offered, the home’s value, and how much equity you have in the home. A reverse mortgage calculator will estimate how much money is... 
by Steve G | Sep 1, 2023 | Finance, Housing
Here is a common scenario…. You were wise enough to finance/refinance back when rates were at historic lows. A brilliant move! But now you need access to funds for something important, like a home renovation, college tuition, or paying-off high-interest credit card... 
by Steve G | Aug 7, 2023 | Finance, Housing
Top 3 Reasons California Real Estate is Worth it Despite being one of the most expensive states in the USA, real estate investors vouch for California’s capability to generate consistent returns. Here are the top three reasons why: Appreciation The California... 
by Steve G | Jun 27, 2023 | Finance, Retirement, Reverse Mortgage
The reverse mortgage products offered today provide multiple ways to access home equity and almost unlimited ways to use the funds. Here are eight of the most popular ways to use funds from a reverse mortgage: Paying off Debt Reverse mortgages can be used to pay off...
