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Category Archives: Scenarios

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Utilize $100,000 Sitting in Your Savings With A Reverse Mortgage?

Don (74) and Rachel (67) are clients that did not have to get a reverse mortgage. They had a healthy income of almost $50,000 a year, plenty of funds in retirement accounts and very little debt except for the home. […]

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Oregon Couple Recovers 71% Of Their Monthly Income

Don and Darla were referred to me by a local bank here in Medford when they inquired about a reverse mortgage. Our first meeting lasted 2 hours. Our second meeting lasted 2 hours. Our third meeting lasted 2 hours. We […]

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Oregon Reverse Mortgage Scenario Of The Month

Going Above and Beyond and Blazing New Trails In The Reverse Mortgage Market
Margie only has $624 a month in social security income and no other liquid assets. She got her reverse mortgage loan 6 years ago, 2010 for those that […]

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Divorce and Reverse Mortgages in Oregon

Did you know that divorce rates in the United States are actually on the decline? There is an exception to this and that is divorce rates among seniors. From 1990 to 2013 divorce rates among those 50 and older has […]

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Getting A Reverse Mortgage – Because You Can

Jim (74) and Gina (78) (not their real names), were pretty well off. Between the two of them their retirement income was a little over $5,000 a month. They had some savings, but no real liquid retirement accounts. They were […]

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Oregon Reverse Mortgage Scenario – February

Janet (not her real name), 90 years young, and her son, from Medford OR, were trying to find a solution to Janet’s credit card debts. Janet had accumulated over $43,000 in credit card debt between 11 different cards.
They embarked on a […]

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