senior in home care Archives - Business RadioX ®

Using A Reverse Mortgage as an Asset Preservation Strategy – Terry Bowser and Dan Diaddigo

October 25, 2014 by angishields

Eugeria

Using A Reverse Mortgage as an Asset Preservation Strategy - Terry Bowser and Dan Diaddigo

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Terry Bowser was born and raised in southwest Pennsylvania. After earning a degree from Indiana University of Pennsylvania, Terry was vacationing in Myrtle Beach, fell in love with the south, and never went back north. He’s now been in Atlanta for 30 years. Today, Terry is a Reverse Mortgage Advisor for CBC National Bank. Joining Terrry in the studio this morning is Dan Diaddigo, Director SI – Group Mortgage Banking. Dan moved to the Atlanta area when he was 10, and earned a degree in Broadcast News from the University of Georgia. Very quickly Dan migrated to the mortgage industry, and has worked in the industry ever since.

Terry notes that the reverse mortgage loan is a very safe, payment-free way to access the equity in your home. He also notes that it is a non-recourse loan that will allow a borrower to live in the home for as long as he or she lives. An interesting side-note is that a reverse mortgage may not necessarily be used for living expenses or healthcare expenses, but could alternative be used as an asset preservation technique.

To hear more about reverse mortgages or CBC National Bank, please contact Terry Bowser at 404-642-6021, or email him at terry.bowser@cbcnationalbank.com. Dan Daddigo can be reached a ddiaddigo@cbcnationalbank.com.

We want to thank Griswold Home Care for sponsoring today’s show. Griswold Home Care has been a preferred provider of high quality, affordable in-home senior care in Atlanta for more than 20 years.

I Wish You a Long and Happy Life – How Are You Going To Pay For It? Wally Kelleman on Eugeria! Radio

July 25, 2014 by angishields

Eugeria

I Wish You a Long and Happy Life - How Are You Going To Pay For It? Wally Kelleman on Eugeria! Radio

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N. Wallace Kelleman, “Wally” to her friends, is nearly an institution in the Atlanta Elder Law community. A lifelong student, Wally attended law school in the late 1980s, and graduated with two law degrees – one from Western New England College of Law, and one from Emory School of Law. After 38 years as an RN, Wally recognized a gaping hole in the services available to Atlanta’s senior population, and formed The Kelleman Law Firm. As one might expect, Wally spends time with clients helping with a broad range of issues, including estate planning and asset protection. But more importantly, in Wally’s own words, she is “the conscience of the client or family.” She is asking the difficult questions like, “who will support you when you are no longer able to support yourself?” Wally can be reached via e-mail at attynwk@aol.com, or by phone at (770) 736-0369. Visit her website at www.kellemanlaw.com.

We want to thank Griswold Home Care for sponsoring today’s show. Griswold Home Care has been a preferred provider of high quality, affordable in-home senior care in Atlanta for more than 20 years.

Navigating one last move – and an interesting use of a reverse mortgage!

March 21, 2013 by angishields

Eugeria

Navigating one last move - and an interesting use of a reverse mortgage!

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Lane Tharp is a rare Atlanta native, attending Briarcliff High School and the University of Georgia. She initially began her career as an interior designer. After a hiatus in Florida, Lane returned to Georgia and began a second career in real estate. Having first been an interior designer, Lane had an inherent advantage in the real estate industry. As Lane’s mother started to age, she noticed that her mother’s friends were having some unique challenges as they began to move and downsize. In 1998, Lane became aware of a program offered by the National Association of Realtors to become a Senior Real Estate Specialist. Today, Lane works for Coldwell Banker as a Realtor working exclusively with seniors and their families as they meet the challenges of down-sizing and moving as a senior, sometimes after a lifetime of living in the same house! To reach Lane directly, call her at (770) 396-6696. You can also visit her website at www.coldwellbankeratlanta.com/lanetharp.

Another Atlanta native, from a rival high school and a rival University (Grady HS and Georgia State University), Dan Wolbe has been in the mortgage business for more than 40 years. About 13 years ago, Dan saw a need and an opportunity in the reverse mortgage business. Dan is currently a mortgage broker for Liberty Home Equity Solutions. Through reverse mortgages, Dan helps seniors stay in their own homes as long as they want to stay. Listen in as Dan describes the traditional use of a reverse mortgage, and also talks about how a senior can use a reverse mortgage to buy a new home! Dan can be reached at (770) 984-0125.

We want to thank Griswold Home Care for sponsoring today’s show. Griswold Home Care has been a preferred provider of high quality, affordable in-home senior care in Atlanta for 20 years.