Financially Speaking
Financially Speaking Presented by
Brian A. Akers CERTIFIED FINANCIAL PLANNER™ practitioner SENIORS TAP HOME EQUITY When inflation, rising property taxes, increasing health care and insurance costs, and higher cost-of-living expenses threaten to overwhelm seniors’ fixed income and savings, a reverse mortgage may provide a solution. This type of loan enables senior homeowners to convert some of the equity in their homes into income, without having to sell their homes, give up title, or take on new monthly mortgage payments. Reverse mortgages, available to homeowners aged 65 and older, make it possible to borrow small amounts (monthly or at regular intervals) through a line of credit. Over time, the loan balance grows, while the equity gets smaller. Payment is required only when the homeowner dies, sells the home, or no longer uses it as a primary residence. A home is likely to be a senior’s most valuable asset. If you are a senior in need of extra cash, a reverse mortgage may be an option. Retirement is serious business, so you should receive serious solutions. October is Long-Term Care Planning Month. Regardless of your age, please call us at 410-692-9870 or toll free at 866-643-5377
to schedule a free one-hour consultation. We specialize in asset management, retirement planning, and insurance services. The office is located in Suite 120 at 3739 Federal Hill Road in Jarrettsville. Upcoming Seminars: Oct. 17th 11:30 a.m., Oct. 18th 6 p.m., Oct. 19th 11:30 a.m. Held at The Main Street Tower, 29 South Main Street, Belair, MD, 21014. Please call Theresa at 410-879-7588 to reserve a seat. HINT: Borrowers can receive reverse mortgage funds as a lump sum, monthly income, line of credit, or as a combination of monthly income and line of credit. The funds are obtained taxfree. Please email any questions or comments to:
[email protected]
Securities offered through Kalos Capital, Inc. and Investment Advisory services offered though Kalos Management, Inc., both at 3780 Mansell Rd., Suite 150, Alpharetta, GA 30022, 678.356.1100. Akers Financial Group, Inc. is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc.
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Brian A. Akers CERTIFIED FINANCIAL PLANNER™ practitioner SENIORS TAP HOME EQUITY When inflation, rising property taxes, increasing health care and insurance costs, and higher cost-of-living expenses threaten to overwhelm seniors’ fixed income and savings, a reverse mortgage may provide a solution. This type of loan enables senior homeowners to convert some of the equity in their homes into income, without having to sell their homes, give up title, or take on new monthly mortgage payments. Reverse mortgages, available to homeowners aged 65 and older, make it possible to borrow small amounts (monthly or at regular intervals) through a line of credit. Over time, the loan balance grows, while the equity gets smaller. Payment is required only when the homeowner dies, sells the home, or no longer uses it as a primary residence. A home is likely to be a senior’s most valuable asset. If you are a senior in need of extra cash, a reverse mortgage may be an option. Retirement is serious business, so you should receive serious solutions. October is Long-Term Care Planning Month. Regardless of your age, please call us at 410-692-9870 or toll free at 866-643-5377
to schedule a free one-hour consultation. We specialize in asset management, retirement planning, and insurance services. The office is located in Suite 120 at 3739 Federal Hill Road in Jarrettsville. Upcoming Seminars: Oct. 17th 11:30 a.m., Oct. 18th 6 p.m., Oct. 19th 11:30 a.m. Held at The Main Street Tower, 29 South Main Street, Belair, MD, 21014. Please call Theresa at 410-879-7588 to reserve a seat. HINT: Borrowers can receive reverse mortgage funds as a lump sum, monthly income, line of credit, or as a combination of monthly income and line of credit. The funds are obtained taxfree. Please email any questions or comments to:
[email protected]
Securities offered through Kalos Capital, Inc. and Investment Advisory services offered though Kalos Management, Inc., both at 3780 Mansell Rd., Suite 150, Alpharetta, GA 30022, 678.356.1100. Akers Financial Group, Inc. is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc.
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