While Gene was with his family for a wedding celebration in Georgia, Alyssa invited reverse mortgage specialist Tiffany Shutta, of Mutual of Omaha, to join her on air. Tiffany uses a real-life, recent example to demonstrate how a reverse mortgage works and explains when it’s an appropriate solution—and when it’s not.
Alyssa also answers your questions on various topics:
- Should I ask my adult daughter to pay me for childcare?
- Does MtM allow investors to customize their portfolio holdings?
- How can I pay tax on less Social Security?
- Do I need to empty the IRA I inherited from my younger sister in 10 years?
- Should I be POA or joint owner on Mom’s bank account?
You can get answers to your own questions and enjoy one-on-one service by contacting MtM Financial Group for a free second opinion meeting with any of our specialists about:
- Financial situation, investments, retirement plan
- Estate plans
- Life insurance
- Annuities
- Reverse mortgages
- Taxes
Call 610-746-7007 or contact us online to request a free appointment.
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