Idaho First Bank’s Post

Reverse mortgages are no longer just a product of last resort for retirees. Research has been done by experts in the financial and advisory world showing how a reverse mortgage may be a useful tool to help enhance and extend retirement assets and complement a well-crafted financial plan for a homeowner. Access this webinar with Shane for more! Watch here: https://lnkd.in/eZq9Y3Qh

According to this 2021 #article, “More than 70% of heirs are likely to fire or change advisors after receiving their inheritance, according to research firm Cerulli Associates” https://lnkd.in/gfV3AcWt Don't forget that every family member is a potential future client. While you're getting to know them, talk about joint-life annuities and their plans for continuing or starting a legacy using THE most efficient wealth-transfer product: #LifeInsurance.

Happy Independence Day! 🎆 A recent Bankrate survey shows 78% of Americans still see owning a home as the ultimate dream, over retirement and career success. Why? Financial security, wealth building, and that unbeatable feeling of having a place to call your own! Ready to turn your dream into reality? ✨🏡 #NJRealtor #realestate #homeownership #financialfreedom #americandream

🌟 Exciting Announcement! 🌟 🤝 Think Kudos is now in partnership with Great Claims! We're joining forces to bring you an even stronger support system in reclaiming your financial losses. Whether it's pension mis-selling, car finance issues, or any other financial misadventures, we've got your back. 💼 Our Expertise: Pension Mis-sellingCar Finance IssuesAPP FraudHidden Commissions & Mortgage Mis-sellingRecovery from Complex Scams 🔍 Empowering You: Not only are we here to assist in your current financial recovery, but we're also dedicated to helping you avoid future pitfalls. 📢 Stay tuned for more updates and tips on how we can help you secure your financial wellbeing. Let's turn those losses into wins! 📞 Get in touch with us to start your journey towards financial recovery. #ThinkKudos #GreatClaims #FinancialRecovery #Partnership #FinancialWellbeing

Don't wait until an accident or unforeseen circumstance comes up to make sure you and your family are protected. Call us to schedule a consultation with us today! #financialfreedom #personalfinances #financialadvisor #KWM #retirementplans #wealth #money

According to this 2021 #article, “More than 70% of heirs are likely to fire or change advisors after receiving their inheritance, according to research firm Cerulli Associates” https://lnkd.in/g_ttnnhW Don't forget that every family member is a potential future client. While you're getting to know them, talk about joint-life annuities and their plans for continuing or starting a legacy using THE most efficient wealth-transfer product: #LifeInsurance.

Excellent point on how the "millionaire status" isn't always what it seems. Knowing your net worth is a valuable piece of the puzzle, but you have to dive deeper to understand how it translates to your retirement plans. Owning a home free and clear is great, but are you going to cash it out to fund your retirement expenses? What portion of your assets are truly available to you at retirement? What if you want to retire early?

Your home is more than just four walls—it's a gateway to financial opportunity. With strategic planning and the right guidance, you can leverage your home equity to unlock a world of possibilities. From consolidating debt to funding major purchases or even planning for retirement, tapping into your home equity can provide the resources you need to achieve your goals. Don't wait any longer to take control of your financial future—reach out today for a consultation and let's start building wealth together. https://lnkd.in/etzW-_tG #firstcommonwealth #mortgagehelp #homeequity #homeownership

We've all been feeling the financial challenges lately, and if you're a homeowner aged 55 or older, there might be a financial lifeline available to you 🫵🏼. Reverse mortgages can be the key to bringing you relief in these challenging times, unlocking a stress-free retirement, and, even more importantly, enabling you to fully enjoy your golden years! 🌟 #reversemortgages #retirementplanning #goldenyears #financialplanning #financialadvice #homeowners

Is it time to start planning? ⌛ With the cost-of-living crisis, elevated inflation rates and mortgage costs climbing ever higher, financial advice is not limited to those planning or enjoying retirement. In a recent conversation with The Scotsman, Financial Planner Andrew Sutherland shares why early planning could be the best route to a comfortable financial future. Read the full article - https://ow.ly/NCOH50PJXs8 #FinancialPlanning #FinancialAdvice #PensionPlanning *The information provided to The Scotsman is the opinion of Andrew Sutherland of Acumen Financial Planning, and should not be regarded as advice.