Fuel Your Passion: 20 Inspirational Quotes for Financial Professionals
Finding Your Motivation The journey of a financial advisor is not without its challenges. Whether it’s navigating market volatility, guiding […]
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 Strategy
The Forbes article repositions reverse mortgages as a valuable tool in retirement planning, countering the outdated belief that they should
How to Uncover the Social Security Time Bomb
Many older homeowners across the nation are anticipating a modest increase in their Social Security benefits. The 2025 cost of
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