Reverse Mortgages & Retirement

Should You Carry the Note When You Sell Your Home?

Become the bank when you sell: a $1.4M example shows how a seller carryback can put thousands a month in your pocket, and what can go wrong.

Nearly half of buyers in their 70s now pay all cash. Before you sell investments to do the same, weigh what it could cost you.

Broker, NMLS #342391

Eric founded Summit Mortgage in 1992 and helps Conejo Valley families buy, refinance and plan for retirement.

Make the most of your home equity with a retirement strategy built around your home.

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Call me… I'm happy to walk through the numbers.