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KATHY MCDONALD

Home Equity Retirement Specialist

NMLS# 260446

1-541-921-8814

8215 SW Tualatin-Sherwood Road | Suite 200, Office 47
Tualatin, OR 97062


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ABOUT ME





I have been providing retirees, baby boomers and professionals (for their
clients) with home financing options since 2010, that are not very well known.

I assist with home financing to purchase retirement dream homes, to refinancing
them, to obtaining standby growing lines of credit. In some instances it is
possible to purchase or refinance, while also having access to a standby growing
line of credit. The growing line of credit is available regardless of the market
or home values and cannot be frozen, cancelled or reduced.

Professionals who assist retirees and baby boomers and are not aware of these
options, need to see by using housing wealth conservatively, in conjunction with
their strategies could assist retirees and baby boomers by helping to extend
their retirement.


OUR EXPERIENCE.COM REVIEWS



Everything Kathy star rating




THEODORE R.

Jacksonville, OR

Everything Kathy

März 31, 2024

Kathy is an excellent communicator. She kept me informed through the process and
explained everything clearly. I felt taken care of very well. star rating




HEATHER R M.

Bend, OR

Kathy is an excellent communicator. She kept me informed through the process and
explained everything clearly. I felt taken care of very well.

Dezember 10, 2023

Kathy was always available to answer any of our questions. She kept us informed
of all requirements or actions needed. We felt very comfortable with the whole
process. star rating




ALVIN L H.

La Pine, OR

Kathy was always available to answer any of our questions. She kept us informed
of all requirements or actions needed. We felt very comfortable with the whole
process.

November 14, 2023


COMMON EXAMPLES OF WHAT A HECM CAN HELP YOU DO

 * Purchase a new home to fit your lifestyle needs
 * Reduce monthly expenses by paying off existing mortgage
 * Enhance your cash flow
 * Create an emergency fund
 * Fund for home repairs or upgrades
 * Fund the expense for caregivers, live-in nurses, or other in-home care
 * Protect your retirement portfolio
 * Reduce monthly expenses by paying debt
 * Incorporate housing wealth into your retirement plan
 * Increase cash to help ensure monthly bills are paid
 * Reduce the burden of out-of-pocket healthcare costs
 * Have the cash for a large expense, such as a vacation or vehicle


ARTICLES

EXPENSES IN RETIREMENT: WHAT TO EXPECT AND HOW TO PREPARE 

Read More about Expenses in Retirement: What to Expect and How to Prepare 

PLANNING FOR RETIREMENT? LEARN ABOUT THESE 8 REVERSE MORTGAGE BENEFITS

Read More about Planning for Retirement? Learn About These 8 Reverse Mortgage
Benefits

THE COMPLETE GUIDE TO REVERSE MORTGAGES

Read More about The Complete Guide to Reverse Mortgages

HOW TO MINIMIZE TAXES IN RETIREMENT  

Read More about How to Minimize Taxes in Retirement  

IS A REVERSE MORTGAGE A GOOD IDEA?

Read More about Is a Reverse Mortgage a Good Idea?

11 EXPENSES YOU NO LONGER NEED IN RETIREMENT

Read More about 11 Expenses You No Longer Need in Retirement

REVERSE MORTGAGE VS HELOC: WHICH IS THE BEST OPTION FOR ACCESSING EQUITY?

Read More about Reverse Mortgage vs HELOC: Which is the Best Option for
Accessing Equity?

HOW DO YOU PAY BACK A REVERSE MORTGAGE?

Read More about How Do You Pay Back a Reverse Mortgage?

STATES THAT DO NOT TAX RETIREMENT INCOME 

Read More about States That Do Not Tax Retirement Income 

DO I QUALIFY FOR A REVERSE MORTGAGE?

Read More about Do I Qualify for a Reverse Mortgage?

HOW TO APPLY FOR A REVERSE MORTGAGE

Read More about How to Apply for a Reverse Mortgage

MEN’S HEALTH MONTH: HOW TO STAY HEALTHY AFTER 60

Read More about Men’s Health Month: How to Stay Healthy After 60
Get Your Free Reverse Mortgage Guide Here!

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