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5 Profiles of The Modern Reverse Mortgage Borrower
Video: The New Reverse Mortgage Borrower Reverse Mortgages Have Evolved: A New Era of Retirement Planning When reverse mortgages were…
Five Strategic Times to Introduce Housing Wealth
A Hero’s Tool: How Housing Wealth Strengthens Retirement Plans As a financial advisor, you are already the hero in your…
50 Challenges in Retirement Income Planning Today
Understanding Retirement Income Planning: Why the Journey Down the Mountain is Harder Retirement income planning has undergone a profound transformation.…
Morningstar Asked: Are Reverse Mortgages a Smart Move?
Why Would Morningstar Take on This Topic? Morningstar, one of the most venerable financial organizations in the world, recently invited…
Social Security’s $195 Billion Overhaul: Reverse Mortgage Insights
Implications of the Social Security Fairness Act The Social Security Fairness Act, signed into law by President Joe Biden on…
6 Ways Reverse Mortgages Can Manage Rising Insurance Costs
Navigating the Homeowners Insurance Crisis While recent wildfires in Los Angeles, hurricanes in Florida, and mudslides in North Carolina dominate…
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…
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…
Redeeming Retirement Expectations | How a Simple Conversation Sparked New Hope in…
Meet Jason and Denise Jason and Denise, both 65, had envisioned a retirement filled with travel and entertainment, ticking off…
Unlocking Retirement Potential: Five Ways The Modern Reverse Mortgages Benefits Your Clients
As financial professionals, you strive to provide comprehensive solutions to your clients’ retirement needs. One increasingly valuable tool in your
Squeezing the Juice Out of Retirement: Understanding the Four Psychological Phases of…
Quick Summary | Video Below Today, we embark on a journey into the captivating TEDx talk by Dr. Riley Moynes,…
Featured Posts
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37 Frequently Asked Questions about Reverse Mortgages -
Redeeming Retirement Expectations | How a Simple Conversation Sparked New Hope in a Couple's Retirement Dream
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Squeezing the Juice Out of Retirement: Understanding the Four Psychological Phases of Retirement
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Morningstar Asked: Are Reverse Mortgages a Smart Move?
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Unlocking Retirement Potential: Five Ways The Modern Reverse Mortgages Benefits Your Clients
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Social Security’s $195 Billion Overhaul: Reverse Mortgage Insights
