Dan is a veteran of the mortgage industry who now works with older homeowners and their families to explore practical ways home equity may fit into retirement planning. His work includes strategies for reducing monthly debt, preserving other assets, supplementing cash flow, funding care at home, meeting immediate cash needs, helping with home repairs or renovations, and considering how different choices may affect the equity ultimately left to heirs.
Dan works with FHA Home Equity Conversion Mortgages (HECMs) and other programs that may allow eligible older homeowners to access a portion of their home equity. His approach is centered on understanding the numbers, comparing alternatives, and helping borrowers make informed decisions about whether using home equity makes sense for their circumstances.
