Let’s have a conversation today. If you are looking for some answers to the HECM puzzle… answer some of ours — call me (Warren Strycker) 928 928-1200 to start this conversation — let’s talk about HECM. (Strycker is a veteran fully licensed HECM advisor — you’ll get some valuable insights from him).
- What year were you born?
- Which income streams (will) fund your retirement? a. Pension income; b. 401k distributions; c. Selling home to access equity; d. An annuity or another income vehicle. Will any of these income streams provide a credit line that grows and doesn’t have cost?
- Are you or your spouse currently receiving Social Security? yes or no
- Are you still working? Are you retired from working?
- How secure do you feel in your current retirement portfolio to provide monthly income you need to support ideal lifestyle? 1 through 5.
- Do you currently own your home? Are you making mortgage payments now?
Yes, I have one of these on my own home (and it’s OK to talk to me about it).