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What You Need to Know About Refinancing a Reverse Mortgage

March 4, 2025 by Robby Oakes

If you have a reverse mortgage, you may be wondering whether refinancing is an option. The good news is that yes, you can refinance a reverse mortgage, and doing so may offer financial benefits depending on your situation.

Filed Under: Home Mortgages Tagged With: Financial Planning, Mortgage Refinance, Reverse Mortgage

How Can You Prepare Your Finances for a Mortgage?

January 22, 2025 by Robby Oakes

Dreaming of owning a home? Preparing your finances for a mortgage is key to making that dream a reality. Here’s how to get started:

Filed Under: Home Mortgage Tips Tagged With: Financial Planning, Home Buying Journey, Mortgage Tips

5 Financial Tasks to Tackle Before the New Year

December 11, 2024 by Robby Oakes

As the year draws to a close, it’s the perfect time to take stock of your financial health and set yourself up for success in the coming year. You can create a solid foundation to achieve your goals by focusing on key areas. Here are five important financial tasks to consider before the new year begins.

Filed Under: Holidays Tagged With: Budgeting Tips, Financial Planning, Year End Goals

Steps to Prepare for Future Home Financing and Year-End Financial Checklist

December 3, 2024 by Robby Oakes

As the year draws to a close, it’s the perfect time to take a step back and review your financial health, especially if you plan to purchase a home next year. Whether you’re a first-time buyer or looking to upgrade, proper preparation can make all the difference when securing a mortgage with favorable terms.

Filed Under: Home Buyer Tips Tagged With: Financial Planning, Home Financing, Mortgage Tips

Managing Your Mortgage During Major Life Changes

September 17, 2024 by Robby Oakes

Life is full of significant transitions, and major life events such as divorce, inheritance, or starting a business can deeply affect your financial landscape, including your mortgage. Understanding how these changes impact your mortgage options and financial planning can help you make informed decisions and manage your home loan effectively.

Filed Under: Mortgage Tips Tagged With: Divorce And Mortgages, Financial Planning, Mortgage Advice

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Robby Oakes


Robby Oakes

CIMG Managing  Director
NMLS# 91606

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