Your path to settled and free - from today to the next chapter
Downsize Without Downgrading
Follow the numbered path from where you are today to a settled, mortgage-optional next home - with your lifestyle and financial freedom intact. Climb the ladders (smart moves that speed you up) and steer clear of the chutes (missteps that set you back).
Scan to find where you are
Open the interactive roadmap on your phone: tap where you are today and see your next moves, the missteps to avoid, and your free personalized downsizing analysis.
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Figures and the example household are hypothetical and for illustration only; not an offer, quote, or guarantee.
Appreciation, income, and tax treatment vary and are not guaranteed.
This co-marketed seminar is cost-split by fair market value of promotion per RESPA; no party pays for referrals. Consult a tax advisor. NMLS Consumer Access: www.nmlsconsumeraccess.org.
References to a reverse mortgage or HECM for Purchase (H4P) are educational and illustrative only and are not an offer or commitment to lend;
a HECM is FHA-insured, requires borrowers to be age 62 or older, and requires independent HUD-approved counseling before application;
the loan balance grows over time as interest and fees accrue, reducing the home equity available to you and your heirs;
borrowers must maintain the property and keep taxes, insurance, and any HOA dues current.
Home-sale and capital-gains figures are hypothetical illustrations only and are not tax advice;
the Section 121 primary-residence gain exclusion is subject to ownership, use, and dollar-limit rules - consult a qualified tax advisor about your own circumstances.