16 Considerations Before Choosing a Reverse Mortgage
When is a Reverse Mortgage Not the Right Choice? After 25 years and 16,000 conversations, Don Graves has found that […]
10 Reasons to Eliminate Mortgage Payments in Retirement
Would you rather your monthly mortgage payment be mandatory or voluntary? Pierce and Linda, a retired couple with a
Happy 90th Birthday – Social Security
Looking Back at 90 Years of Social Security Originally published September 22, 2025 by David P. Zander, CFP® Emeritus Board™.
7 Ways Reverse Mortgages Improve Social Security
Rethinking Social Security with Housing Wealth For many retirees, Social Security is the cornerstone of their retirement income. But what
Can You Do a Reverse Mortgage If Your Home Is in a Trust?
The short answer: yes, you can. Both FHA Home Equity Conversion Mortgages (HECMs) and proprietary (jumbo) reverse mortgages allow homes
How the Reverse Mortgage Line of Credit Grows: Video Tutorial
The Swiss Army Knife One of the most overlooked features of the modern reverse mortgage is the growing line of
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 Things Your Client’s Tax Return May Be Trying to Tell You
What Can a Tax Return Reveal About Retirement Readiness? Advisors do not need to be CPAs to recognize when something
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