Suze Orman’s Guide to Retirement

Recently, a client sent us a copy of Suze Orman’s “Guide to Retirement” and asked us for our thoughts. Here’s what we told them: While I personally don’t care for how Suze delivers her advice or opinions, I do tend to agree with most of what she has to say, which is also very similar to Dave Ramsey and I’m sure many others like them. As I skimmed through the article, five thoughts crossed my mind:

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A Mortgage Strategy That Saved Over $15,000

Several years ago, we always told clients to just say “no” to reverse mortgages. Back then, they were a very expensive product. That was then, but things changed about three years ago. Today, loan costs on a reverse mortgage are virtually the same compared to a traditional mortgage.

Here’s a mortgage strategy one of our clients used that saved them over $15,000 in loan and closing costs.

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