Kathy McDonald at Mutual of Omaha Reverse Mortgage

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Tulatin, OR
Kathy McDonald at Mutual of Omaha Reverse Mortgage

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Mutual of Omaha Mortgage, Inc. NMLS ID: 1025894

Branch address: 750 NW Charbonneau St. Suite 205, Bend, OR 97703

Home Equity Retirement Specialist | NMLS #260446 | Mutual of Omaha Mortgage NMLS #1025894

Serving Oregon, California, Arizona, Washington, Wyoming, and Maryland

09/25/2026

Medicare decisions can have a significant impact on a client’s retirement planning, especially when it comes to healthcare costs, income and distributions.

On Wednesday, September 30, Mutual of Omaha is sponsoring a professional development webinar specifically for financial professionals:

21st Century Medicare Planning to Protect Your Client's Healthcare Rights and Retirement Savings

Emily Gang, Owner of The Medicare Coach, will cover:

• What clients should be doing 1–3 years before Medicare
• Key questions to consider before enrolling
• How income and distributions can affect Medicare costs
• When delaying Medicare may be appropriate

The program is approved for 1.00 hour of CFP® Continuing Education Credit, with additional self-reporting opportunities listed for certain professional designations.

📅 Wednesday, September 30, 2026
⏰ 1:00–2:00 PM CDT
💻 Live online webinar

If you’re a financial professional working with clients approaching retirement, I’d love to have you join us.

Register here: https://register.gotowebinar.com/register/5203686626389067358

When registering, please list Kathy McDonald as the Mutual of Omaha Loan Officer who invited you.

CE credit is available only to those who attend the live webinar. Please see the registration page for full CE details and eligibility

09/24/2026

Many retirees find themselves in a position where they want to support their children or family members financially.
It often comes from a place of care, but it can also create tension between helping others today and protecting your own future.

Finding the right balance is not always easy, but it is an important part of long term planning.

If this is something you are navigating, I am here as a resource.

09/22/2026

Decisions about your home are not just about numbers.
There are memories, routines, and a sense of comfort that come with where you live.

That is why it is important to consider both the financial and emotional side before making a change.

If you are weighing a decision like this, I am here to help you think it through.

09/17/2026

Deciding when to take Social Security is one of the most important financial decisions in retirement.

Many people focus on taking it as early as possible, but timing can have a long term impact on overall income.
Understanding how this decision fits into your broader plan can make a meaningful difference.

If you are thinking through this decision, I am here to help.

09/16/2026

Let’s look at this differently.
When one source of income changes, especially after the loss of a spouse, it can shift an entire financial plan.

What worked before may not work the same way moving forward.

Taking the time to reassess can help create a path that feels more stable and manageable.

If you are going through a transition, I am here as a resource.

09/13/2026

Grandparents have a special way of making us feel supported, understood and loved. Today, I’m celebrating the wisdom they share, the traditions they preserve and the memories they help create.

Happy Grandparents Day!

09/11/2026

On Patriot Day, I pause to remember those who lost their lives on September 11, 2001, and to honor the extraordinary courage of the first responders and everyday heroes who stepped forward.

May we never forget.

09/09/2026

Sleep plays a bigger role in overall health than many people realize.

Better rest can improve energy, focus, mood, and overall well being.

Sometimes, the most powerful changes come from the simplest habits.

09/07/2026

Hard work builds more than careers. It helps build families, communities and futures. This Labor Day, I’m celebrating the people whose dedication makes a difference every day.

Wishing you a safe and well deserved holiday!

09/01/2026

5.0 star review received on Experience.com for Kathy McDonald by Lora B - Kathy took time to research all concerns I had She was wonderf about getting back to me quickly I knew I was in good hands

Click to see all 51 reviews of Kathy McDonald, HECM Specialist

Address

8215 Southwest Tualatin-Sherwood Road Suite 200 Office #47
Tulatin, OR
97062

Telephone

+15419218814

Website

https://mutualreverse.com/kathy-mcdonald/

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