Fifteen Little-Known Things Your Client’s Tax Return Can Tell You
What Can a Tax Return Reveal About Retirement Readiness? You don’t need to be a CFP to spot when something’s […]
Research-Backed Roth Strategies with Home Equity
What if you could convert your traditional retirement accounts to Roth IRAs, preserve your portfolio, and still leave a larger
Introducing the HomeSafe Second | A Smarter Reverse Mortgage
A New Day is Dawning For the last 25 years, I have focused exclusively on helping financial professionals understand the
A Better Reverse Mortgage for High-Value Homes
A Tough Financial Crossroad for High-Net-Worth Clients An experienced advisor came to me with a situation that’s becoming increasingly common.
Yahoo Finance Talks Reverse Mortgages with Don Graves
Reverse Mortgages: A Tool Too Often Overlooked Insights from Don Graves on Yahoo Finance’s “Decoding Retirement” with Bob Powell When
Webinar Replay | Using Reverse Mortgages to Manage Taxes
Quick Synopsis In this 50-minute session, I walk you through real-world scenarios where retirees used reverse mortgages not as a
Brace for Impact: 5 Ways to Use Housing Wealth in Volatility
A Wild Ride for Wall Street—and a Wake-Up Call for Retirees I don’t fancy myself an economist—but since 2000, I’ve
Dr. Wade Pfau on Why Reverse Mortgages Deserve a Fresh Look
My Journey with Dr. Wade Pfau It’s hard to believe it’s been nearly 12 years since I first met Dr.
Podcast Explores Reverse Mortgages at The American College
Don Graves Joins Podcast at the American Colleges Summit {10 Min} Quick Overview I was honored to be featured on
Why Top Financial Experts Are Rethinking Reverse Mortgages
What Has Shifted? Why have thought leaders like Ed Slott, CPA, Best selling Autor and America’s IRA Expert, Robert Powell,