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.
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