News & Articles
Blogs
Creating a Long-Term Care Health Plan with Reverse Mortgages
A Strategic Guide to Funding Healthcare and Preserving Assets for Middle-Income Retirees As retirees face longer lifespans and rising healthcare…
Why Waiting to Secure a Reverse Mortgage Could Be a Costly Mistake
Conventional wisdom often advises retirees to delay securing a reverse mortgage until they’re older or when interest rates are more…
Supercharging a Roth IRA Conversion with Reverse Mortgages
Video Chapter Guide Intro: 1:34 Why Would You Use A Reverse Mortgage? 4:22 David’s Commentary 5:56 How Are Reverse Mortgages…
How Did Reverse Mortgages Get Such a Bad Reputation?
This is a summary of an article written by my education partner, Dr. Wade Pfau. The full article can be…
“The Guru Gap” My Recent Conversation with Best Selling Author David McKnight
This week, I had the pleasure of sitting down with my friend David McKnight, the best-selling author of The Power…
37 Frequently Asked Questions about Reverse Mortgages
Obtaining a reverse mortgage loan is a big decision. It’s normal for you and your family to have questions and…
Forbes Reveals 5 Powerful Ways a Reverse Mortgage Can Boost Your Retirement…
The Forbes article repositions reverse mortgages as a valuable tool in retirement planning, countering the outdated belief that they should…
Can A Reverse Mortgage Happen When One Spouse is Under 62? |…
The Basics A Non-Borrowing Spouse (NBS) is the spouse of a reverse mortgage borrower who will not be a borrower…
Redeeming Retirement Expectations | How a Simple Conversation Sparked New Hope in…
Meet Jason and Denise Jason and Denise, both 65, had envisioned a retirement filled with travel and entertainment, ticking off…
Fifteen Things Your Client’s Tax Return Can Tell You
The other day I was speaking to a room full of CPA’s, Enrolled Agents and Tax Preparers about ways tax…
Unlocking Retirement Potential: Five Ways The Modern Reverse Mortgages Benefits Your Clients
As financial professionals, you strive to provide comprehensive solutions to your clients’ retirement needs. One increasingly valuable tool in your
Squeezing the Juice Out of Retirement: Understanding the Four Psychological Phases of…
Quick Summary | Video Below Today, we embark on a journey into the captivating TEDx talk by Dr. Riley Moynes,…
Featured Posts
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37 Frequently Asked Questions about Reverse Mortgages -
Squeezing the Juice Out of Retirement: Understanding the Four Psychological Phases of Retirement -
Redeeming Retirement Expectations | How a Simple Conversation Sparked New Hope in a Couple's Retirement Dream -
Unlocking Retirement Potential: Five Ways The Modern Reverse Mortgages Benefits Your Clients -
How Did Reverse Mortgages Get Such a Bad Reputation? -
Forbes Reveals 5 Powerful Ways a Reverse Mortgage Can Boost Your Retirement Strategy