SPIRIT: Mortgage Issues for Baby Boomers

Mortgage Issues for Baby Boomers

Baby Boomers often have special issues when seeking financing that they didn’t have when they last financed. This presentation will address many of these issues and help Boomers navigate the process.

• Special concerns about buying after selling
• Financing a second home
• Cosigning children’s loans
• Borrowing after retiring
• Giving up my 3% mortgage
• Cash out or HELOC

Presented by David Siegel

David Siegel is a residential loan originator with Citizens Bank. His more than 15 years of experience has given him insight into many complicated mortgage transactions including those that might impact our community.
As a member of the SPIRIT community, David understands the needs of its members. In fact, David is currently downsizing, and selling his home in Teaneck and he has a keen understanding of the challenges faced by members of our community facing similar life experiences. David has been supportive of various OU initiatives and is a sponsor of the Spirit program.

CLICK HERE to register for the session and to receive the recording following the program.  

CORPORATE SPONSORS:  

MEMORY MATTERS — https://renayudkowsky.com/signature-course/

CAPITIL REAL ESTATE — https://capitil.com/

MEDICARE INSURANCE SPECIALIST — https://www.65andready.com/

FORSPANKLEAR, LLP — https://www.forspanklear.com/

WINSTON WEALTH ADVISORS — https://www.winstonwealthadvisors.com/ou-spirit

SCHWARTZ BROTHERS JEFFER/SINAI CHAPEL/PARKSIDE MEMORIAL CHAPELS — https://www.dignitymemorial.com/funeral-homes/forest-hills-ny/schwartz-brothers-jeffer-memorial-chapels/4131

CITIZENS BANK — https://lo.citizensbank.com/nj/woodcliff-lake/david-siegel

____________________________________________________________________

We have created a new SPIRIT website with archives and upcoming programs! Now you can watch all of the SPIRIT presentations geared toward retirees- on subjects such as history to exercise to mental health, all in one place! 

CLICK HERE to enjoy past programs on-demand at your convenience!   

The information provided by the OU SPIRIT program is for informational purposes only and should not be construed as advice on any legal/medical/nutritional/mental health/ financial/halachic or other subject matter.  You should not act or refrain from acting on the basis of the information you learn during a SPIRIT program without seeking legal/medical/nutritional/mental health/financial/Rabbinic or other appropriate professional advice.

Partnering Synagogues:
Anshei Chesed Congregation, Boynton Beach (FL)
Anshei Emuna Congregation, Delray Beach (FL)
Beth David Synagogue, West Hartford (CT)
Bialystoker Synagogue, New York (NY)
B’nai Israel-Ohev Zedek, Philadelphia (PA)
Congregation Agudath Sholom, Stamford (CT)
Congregation Ahavas Sholom, Columbus (OH)
Congregation Aitz Chaim, West Palm Beach (FL)
Congregation Anshe Sfard, New Orleans (LA)
Congregation Anshe Sfard Kehillat Torah, Glendale (WI)
Congregation Beth Hamedrosh, Wynnewood (PA)
Congregation Beth Aaron, Teaneck (NJ)
Congregation Beth Ora, Montreal (QUE)
Congregation Beth Sholom, Providence (RI)
Congregation Bnai Yeshurun, Teaneck (NJ)
Congregation Etz Chaim of Kew Gardens Hills (NY)
Congregation Kehilath Jeshurun, New York (NY)
Congregation Machane Chodosh, Forest Hills, NY
Congregation Ohav Zedek, Wilkes-Barre (PA)
Congregation Tiferet Israel, Austin (TX)
Congregation Torah Ohr, Boca Raton (FL)
Congregation Zvi Jacob, Utica (NY)
Darchei Noam, Minneapolis (MN)
East Denver Orthodox Synagogue (EDOS), Denver (CO)
Fleetwood Synagogue, Fleetwood (NY)
Jewish Center of Atlantic Beach (NY)
Kehillat New Hempstead (NY)
Kehillat Shaarei Torah of Toronto (ONT)
Keneseth Beth Israel, Richmond (VA)
Ner Tamid Greenspring Valley Synagogue, Baltimore (MD)
Suburban Orthodox Congregation Toras Chaim, Baltimore (MD)
Suburban Torah, Livingston (NJ)
United Orthodox Synagogues, Houston (TX)
Young Israel of Bal Harbour, Surfside (FL)
Young Israel of Brookline (MA)
Young Israel of Deerfield Beach (FL)
Young Israel of East Brunswick (NJ)
Young Israel of Elkins Park (PA)
Young Israel of Fort Lee (NJ)
Young Israel of Hillcrest (NY)
Young Israel of Hollywood/Ft. Lauderdale (FL)
Young Israel of Kew Gardens Hills (NY)
Young Israel of New Hyde Park (NY)
Young Israel of Plainview (NY)
Young Israel of Queens Valley (NY)
Young Israel of Southfield (MI)
Young Israel of Stamford (CT)
Young Israel of West Hartford (CT)
Young Israel of West Hempstead (NY)