Morgan Stanley and Charles Schwab Say It’s Time to Rethink the Role of Home Equity in Retirement
The Traditional Retirement Model Is Shifting For years, most retirement advice from major firms followed a familiar script: save early, […]
Case Study: Using Home Equity to Radically Preserve IRA Savings
When a Mortgage Stalls a Retirement Plan: A Personal Story of Options and Change It started with a familiar tension.
Reverse Mortgages Are Global: 24 Countries Beyond the U.S. Are Embracing Housing Wealth
A Global Response to Retirement Income Challenges When I started in reverse mortgages back in the year 2000, it felt
What Nobel Laureate Dr. Robert Merton Wants Financial Advisors to Know About Reverse Mortgages
“Reverse Mortgages are a potential solution to the global retirement funding crisis.” — Dr. Robert C. Merton, October 2, 2017
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.