QUESTIONS?

CALL US: 703-319-2198


Should you claim Social Security early? - CNBC Article

The decision of when to take Social Security is an important one. This article offers advice based on your health and life expectancy.  This is a constructive way to help make your decision on when you should start your benefits.  It is important to note that the article also mentions that most people rely 90% on their Social Security benefits to sustain themselves.  I believe this is accurate but we have seen many cases with our clients where it’s actually 100%.  Whether its 90% or 100%, that leaves a very thin margin of safety for living and enjoyment.  This is where a Reverse Mortgage can provide additional options.  Whether it be for paying off mortgages and debts, balancing monthly cash flow, or simply establishing a Reverse Mortgage credit line for emergencies, we need more than trying to make it each month on a defined minimal income with the hope nothing unexpected will occur.  In this case, a Reverse Mortgage can help families make a more comfortable decision on when to start Social Security benefits and know that they can better enjoy life without the constant money insecurity every month associated with 90-100% reliance on a single stream of income. 

Click here for the full CNBC article - "Should you claim Social Security early?"

 

George H. Omilan
President-CEO - NMLS# 873983
Jefferson Mortgage Group LLC
Helping seniors with Reverse Mortgages in Virginia, Maryland, DC and Pennsylvania.

Questions/Comments encouraged.

 

Recent Posts

Blog Tags

Reverse Mortgage Retirement Planning Annuity Traditional Mortgage Fiscal Cliff Medicare Short Sales Debt Mitigation supplemental retirement income Reverse to Purchase Mortgage Retirement income insecurity forgiven mortgage debt mortgage debt forgiveness act solutions for underwater properties home equity access HECM Reverse Mortgage Government insured mortgage lifetime income with a Reverse Loan modification modify your loan with your lender Home Care foreclosure Mortgage Loan Process FHA HUD Construction Loan Hard Money Loan mortgage debt relief act FINRA HECM to Purchase HECM for Purchase Long Term Care Rentership Real Estate Economy Financial Assessments Mortgage Deliquency Seniors Social Security Sandwich Generation Financial Planning private label reverse mortgage growth factor reverse credit line LESA Retirement security assisted living Eligibility for Reverse Mortgage Estate Plan Age in Place downsizing Trump Treasury occupancy requirements Senior Advocate mortgage debt Senior Care Gray Divorce Jumbo Reverse Mortgage Principal Limit Factor Non-recourse loan investor financing No Doc Investor Loans Specialized Forward Mortgages Jefferson Mortgage Group Non QM bankruptcy QM Commercial Real Estate Investor Loans Real Estate Investment Loans self-employed borrower bank statement loan Jumbo Mortgage Loan MIP HECM Changes mortgage Asset Qualifer Asset Based Mortgage VA Low Score VA LOAN manual underwrite Unrestricted Approval success story 2021 Changes Inflation cashflow Blanket Loan Reverse Mortgage Eligibility 55+ Fed Interest Rates Housing Market Housing Prices Mortgage Rates Real Estate Market Diversification Prequalification 2023 changes Lending Limit increase High-Value Homes Business Cash-flow ATR Rule Seller Contribution Low Credit Score Credit Score down to 500 Non-Qualifying Loan DSCR Debt Property-based loan LLC Jumbo Reverse Second Trust Second Trust Second Trust HELOC