Welcome to Her Time to Retire. We are dedicated to helping women gain the knowledge, confidence and support they need to achieve financial success and emotional fulfillment when planning for retirement.

Today Jonathan speaks with Shawn Kaplan, branch manager and senior loan officer at Legacy Mutual Mortgage.

They discuss:

• How to continue paying a home mortgage after losing a spouse?
• Should you refinance your home?
• The importance of building an emergency fund.
• The pitfalls of a reverse mortgage

About Shawn

As the Branch Manager and a Senior Loan Officer at Legacy Mutual Mortgage in Brentwood, TN, Shawn Kaplan has served the Middle Tennessee market for more than 18 years as a residential loan officer. During this time, Shawn has been honored to assist more than 5,000 families with home financing for more than $500 million in closed real estate transactions. Shawn works to ensure that closings are consistently on time and that his clients are happy.

Learn more about Shawn at legacymutual.com.