RESOURCES
The Chasewood Learning Center
Straightforward education on reverse mortgages, home equity, and what these programs may mean for you and your family.
ARTICLES
The Chasewood Blog
Short, plain-language reads on reverse mortgages, home equity, and retirement planning.
REVERSE MORTGAGE BASICS
What Is a Reverse Mortgage, Really?
A quick, no-jargon explanation of how these loans work and who they're designed for.
COSTS & FEES
Understanding the Real Cost of a Reverse Mortgage
A breakdown of the fees, interest, and obligations involved — no fine print skipped.
ELIGIBILITY
Do You Qualify? A Simple Self-Check
Age, equity, and residency basics to help you gauge eligibility before you apply.
FAMILY CONVERSATIONS
How to Bring Up a Reverse Mortgage With Your Kids
Tips for starting an open, informed conversation with adult children.
ALTERNATIVES
Reverse Mortgage vs. HELOC vs. Downsizing
A side-by-side look at common ways to access home equity in retirement.
TIMING
When Is the Right Time to Consider One?
Signs it may be worth exploring your options sooner rather than later.
PODCASTS
The Chasewood Podcast
Episodes are published here as they're released. Titles below reflect the planned topics.
REVERSE MORTGAGE BASICS
Reverse Mortgage Basics: Where to Start
A plain-language walkthrough of what a reverse mortgage is, who it may be for, and the questions to ask first.
REVERSE MORTGAGE MYTHS
Reverse Mortgage Myths, Honestly Addressed
Common misconceptions homeowners have, and what the programs actually say about ownership and repayment.
BEFORE YOU DECIDE
Questions to Ask Before Getting a Reverse Mortgage
A checklist of questions worth asking any reverse mortgage professional before moving forward.
FAMILY & INHERITANCE
Reverse Mortgages & Your Children
How the loan may affect heirs, the home, and inheritance — and how to bring family into the conversation.
UNDERSTANDING HOME EQUITY
Understanding Home Equity
How equity builds, how it's measured, and how it may fit into a retirement plan.
PROGRAM COMPARISON
HECM vs. Jumbo Reverse Mortgage
The practical differences between FHA-insured HECM programs and proprietary reverse mortgages.
RETIREMENT PLANNING
Retirement Planning & Home Equity
When home equity may sit alongside other retirement resources, and what to weigh carefully.
GUIDES
Downloadable Guides
Printable, easy-to-share PDFs you can review at your own pace or bring to a family conversation.
GETTING STARTED
The Reverse Mortgage Glossary
Plain-language definitions for the terms you'll hear most during the process.
APPLICATION
HECM Application Checklist
The documents and steps typically needed from first call to closing.
DUE DILIGENCE
Questions to Ask Any Lender
A worksheet of smart questions to bring to your first conversation.
FOR FAMILIES
A Family Discussion Guide
Dis6ussion prompts to help spouses and adult children weigh in together.
COMPARISON
HECM vs. Proprietary at a Glance
A one-page side-by-side comparison you can keep for reference.
PLANNING AHEAD
Estate & Heir Planning Basics
What heirs typically need to know about repayment options after a loan matures.
Let's Talk About What Your Home Equity Could Mean for You.
Every homeowner's situation is different. Start with a conversation and get clear answers about your options.