Jon Carlson at Mutual of Omaha Reverse Mortgage

Jon Carlson at Mutual of Omaha Reverse Mortgage Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Jon Carlson at Mutual of Omaha Reverse Mortgage, Mortgage brokers, Walnut Creek, CA.

Reverse Mortgage Advisor | NMLS #257040 | Mutual of Omaha Mortgage NMLS #1025894

Licensed by The Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act

07/16/2026

Let’s look at this differently. When budgets feel tight, the instinct is often to focus on cutting expenses.

But sometimes the bigger opportunity is creating more flexibility in how your finances work.

A different perspective can open the door to solutions that feel less restrictive and more sustainable.

I am here if you would like to explore what that could look like.

07/14/2026

Finding balance becomes increasingly important as we age.
Making time for movement, rest, healthy habits, and meaningful connections can have a positive impact on both physical and emotional well-being.

Small, consistent choices can help reduce stress and support a healthier, more balanced lifestyle.

07/09/2026

One of the most rewarding parts of this stage of life is having more time for what you enjoy.

Whether it is hobbies, creative interests, or learning something new, these moments can bring a renewed sense of purpose.

It is not just about having time. It is about how you choose to use it.

07/07/2026

It is easy to put off financial decisions, especially when everything feels "fine" for now.

But waiting too long can sometimes limit your options later.

Taking the time to understand what is available to you today can help you make more confident decisions for the future.

If this has been on your mind, it may be worth a conversation.

07/04/2026

Today is a time to celebrate, reflect, and enjoy the moments that bring us together.

Wishing you a wonderful Fourth of July.

07/02/2026

Insurance costs, whether for your home, health, or other coverage, can increase over time.

For many retirees, these expenses become a larger part of the monthly budget than expected.

Keeping track of these changes can help you stay ahead and make adjustments when needed.

If you are reviewing your expenses, I am here as a resource.

06/30/2026

For many homeowners, supporting their family is important.
But it can also raise a difficult question—how do you help others without putting your own future at risk?

There is no simple answer, but finding a balance that supports both can make a meaningful difference over time.

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

06/25/2026

Many homeowners create a plan and assume it will carry them through retirement unchanged.

But life evolves—expenses shift, goals change, and unexpected events can happen.

Revisiting your plan regularly can help you stay aligned with what matters most.

If it has been a while since you reviewed your strategy, I am here to help.

This couldn't be further from the truth! While a reverse mortgage can certainly provide vital relief in tough times, for...
03/05/2026

This couldn't be further from the truth! While a reverse mortgage can certainly provide vital relief in tough times, for many of my clients, it's a smart, proactive financial planning tool.

It's used to eliminate monthly mortgage payments*, create a substantial cash reserve, fund home improvements, or supplement retirement income – allowing for a more comfortable and flexible retirement. It's about empowering choices, not a last resort. Let's discuss your 'why' and how it can be a strategic move for you!



*Borrowers must occupy the home as primary residence and remain current on property taxes, homeowner’s insurance, the costs of home maintenance, and any HOA fees.

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Walnut Creek, CA
94595

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