Jon Carlson at Mutual of Omaha Reverse Mortgage

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Jon Carlson at Mutual of Omaha Reverse Mortgage

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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

11/03/2026

After losing a spouse, it can be difficult to know where to start when household income changes and the bills keep coming.

In this article, I share the example of Barbara, a homeowner whose income dropped after her husband passed away while her mortgage payment stayed the same. I walk through why she considered a reverse mortgage, which expenses she’d still need to cover, and what she’d want to weigh before making a decision.

Read the full article → https://mutualreverse.com/lo/jon-carlson/blog/could-a-reverse-mortgage-help-after-the-loss-of-a-spouse/

Losing a spouse can change nearly every part of daily life, including the household budget. Consider a hypothetical Lafayette homeowner named Barbara, age 74. After her husband passed away, her monthly household income declined from approximately $6,200 to $4,100. She still had a traditional mort...

10/25/2026

5.0 star review received on Experience.com for Jon Carlson by Sandy H - We had an unusual situation with an instalment plan for property tax. This had never come up before with an applicant. Thanks to Jon, his boss Heather and Shiann Beeler we were able to complete our HECM. Jon did an incredible amount of work and walked us through everything. He was kind, understanding and calming. We so appreciate all his help and effort on our behalf!

Click to see all 39 reviews of Jon Carlson, HECM Specialist

09/25/2026

As time goes on, independence becomes one of the most valuable things we have.

Being able to make your own choices, maintain your routine, and live life on your terms matters.

It is not just about where you live—it is about how you live.

09/22/2026

Large expenses—whether planned or unexpected—can have a lasting impact on your financial picture.

Before moving forward, it is worth stepping back and looking at how it fits into your overall plan.

A single decision today can affect your flexibility tomorrow.

If you are weighing a big decision, I am here as a resource.

09/18/2026

Caregiving—whether for a spouse, parent, or loved one—can become a significant and often unexpected expense.

It is not always planned for, but it can have a meaningful impact on finances over time.

Understanding this possibility can help you better prepare for the future.

If you are planning ahead, I am here to help.

09/16/2026

In retirement, income often becomes more fixed—but your lifestyle does not have to be.

Some people focus on adjusting their spending. Others explore ways to create more financial flexibility.

The right approach depends on your goals and how you want to live day to day.

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

09/10/2026

Many people begin retirement with a clear idea of what they want to leave behind.

But over time, priorities, expenses, and life circumstances can shift.

Plans evolve—and that is okay.

What matters most is making decisions that support your life today while considering the future.

If you are thinking through your long-term plans, I am here as a resource.

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.

Address

Walnut Creek, CA
94595

Website

https://mutualreverse.com/jon-carlson/

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