Collaborate | Educate | Problem-Solve

Let’s Reverse Your Thinking® with Mathius ‘Marc” Gertz.

I believe that the key to Staying Financially Healthy is open communication and being proactive, along with a plan designed to address the unique needs and goals of each and every client. 

I feel an obligation to work with trusted advisors to help them to do the best job possible for their clients. Sometimes this includes considering a reverse mortgage as a source of liquidity for the estate or retirement planning. My role is to be a trusted advisor for the advisor, for their clients and their families.

Honest conversation truly does shine a light on misunderstandings and erroneous beliefs. I feel that same way about sharing what I know about reverse mortgages with homeowners, their families and trust advisors. However, it all begins with trust and listening and teamwork.

Therefore, Staying Financially Healthy means we must collaborate, educate, and problem-slove. So let’s Reverse Your Thinking® about reverse mortgages.

Resources for the New Generation of Caregivers

As a growing number of long-term care is given at home and in the community, services that help older adults and family caregivers of all ages are becoming increasingly important. The following resources can help younger caregivers protect their physical, mental, social, and financial health and find ways to help their grandparents without putting their…

A New Generation of Caregivers

Millennials and Generation Z are entering into caregiving roles. A new generation of caregivers is assisting their older and sick family members. According to a 2020 report, the average age of family carers (49.2 years old) has remained steady since 2015. The data also shows that 24 percent of informal caregivers are between 18 and…

How to Help Save Lives: Financial Stress and Suicide

According to research, financial stress can increase the risk of suicide by up to 20 times. Doctors talk about how financial stress and suicide affect an individual’s mental health and offer ways to move forward and how to help save lives. Many individuals often have trouble with money. Federal Reserve Bank of New York report…

10 Ways to Bond with Grandparents

In observation of Grandparents Day, here are 10 ways to bond with grandparents. Aging is an unavoidable reality of life. Growing older is difficult, but we’ll all have to do it sooner or later. We begin and finish our lives the same way: relying on the assistance of others. Everything comes full circle.  Seeing a…


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Staying Financially Healthy. Reverse Your Thinking with Mathius Marc Gertz
Mathius ‘Marc’ Gertz MBA, AFC®, CAPS, CDLP

About Me

I maintain a holistic collaborative approach to the reverse financial planning process that includes educating advisors and keeping them current on financial strategies to help protect the quality of their client’s lives.

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