Insights & UpdatesReflections and Strategies for Using Housing Wealth in Retirement 1Sep Program Basics How the Reverse Mortgage Line of Credit Grows: Video Tutorial 16Jul Trends and Shifts Morgan Stanley and Charles Schwab Say It’s Time to Rethink the Role of Home Equity in Retirement 8Jul Case Studies Case Study: Using Home Equity to Radically Preserve IRA Savings 30Jun Program Basics, Trends and Shifts Reverse Mortgages Are Global: 24 Countries Beyond the U.S. Are Embracing Housing Wealth 30Jun Trends and Shifts What Nobel Laureate Dr. Robert Merton Wants Financial Advisors to Know About Reverse Mortgages 3Jun Case Studies Fifteen Little-Known Things Your Client’s Tax Return Can Tell You 2May Advanced Strategies Research-Backed Roth Strategies with Home Equity 1May Advanced Strategies, Case Studies Introducing the HomeSafe Second | A Smarter Reverse Mortgage 30Apr Case Studies, Program Basics A Better Reverse Mortgage for High-Value Homes 22Apr Appearances & Articles, Case Studies, Program Basics Yahoo Finance Talks Reverse Mortgages with Don Graves 18Apr Advanced Strategies, Strategic Uses Webinar Replay | Using Reverse Mortgages to Manage Taxes 10Apr Strategic Uses Brace for Impact: 5 Ways to Use Housing Wealth in Volatility 4Apr Program Basics, Trends and Shifts Dr. Wade Pfau on Why Reverse Mortgages Deserve a Fresh Look 1Apr Appearances & Articles, Program Basics Podcast Explores Reverse Mortgages at The American College 1Apr Trends and Shifts Why Top Financial Experts Are Rethinking Reverse Mortgages 24Mar Advanced Strategies, Appearances & Articles 7 Ways to Lower Retirement Taxes with a Reverse Mortgage 27Feb Appearances & Articles, Case Studies How MoneyGuidePro™ Integrates Reverse Mortgages Into Three Video Case Studies 18Feb Program Basics 5 Profiles of The Modern Reverse Mortgage Borrower 12Feb Strategic Uses Five Strategic Times to Introduce Housing Wealth 31Jan Trends and Shifts 50 Challenges in Retirement Income Planning Today 28Jan Advanced Strategies, Appearances & Articles Morningstar Asked: Are Reverse Mortgages a Smart Move? 22Jan Trends and Shifts Social Security’s $195 Billion Overhaul: Reverse Mortgage Insights 14Jan Case Studies, Strategic Uses 6 Ways Reverse Mortgages Can Manage Rising Insurance Costs 31Dec Trends and Shifts Fuel Your Passion: 20 Inspirational Quotes for Financial Professionals 10Dec Case Studies, Strategic Uses Creating a Long-Term Care Health Plan with Reverse Mortgages 24Nov Case Studies, Program Basics Why Waiting to Secure a Reverse Mortgage Could Be a Costly Mistake 19Nov Case Studies Supercharging a Roth IRA Conversion with Reverse Mortgages 12Nov Program Basics How Did Reverse Mortgages Get Such a Bad Reputation? 8Nov Trends and Shifts “The Guru Gap” My Recent Conversation with Best Selling Author David McKnight 18Oct Program Basics 37 Frequently Asked Questions about Reverse Mortgages 16Oct Case Studies, Program Basics Forbes Reveals 5 Powerful Ways a Reverse Mortgage Can Boost Your Retirement Strategy 16Oct Advanced Strategies, Case Studies How to Uncover the Social Security Time Bomb 9Oct Program Basics Can A Reverse Mortgage Happen When One Spouse is Under 62? 11Sep Case Studies, Strategic Uses Redeeming Retirement Expectations | How a Simple Conversation Sparked New Hope in a Couple’s Retirement Dream 3Sep Strategic Uses Unlocking Retirement Potential: Five Ways The Modern Reverse Mortgages Benefits Your Clients 27Jun Trends and Shifts Squeezing the Juice Out of Retirement: Understanding the Four Psychological Phases of Retirement Search CategoriesFeatured Posts Squeezing the Juice Out of Retirement: Understanding the Four Psychological Phases of Retirement June 27, 2024 Unlocking Retirement Potential: Five Ways The Modern Reverse Mortgages Benefits Your Clients September 3, 2024 Redeeming Retirement Expectations | How a Simple Conversation Sparked New Hope in a Couple’s Retirement Dream September 11, 2024 Can A Reverse Mortgage Happen When One Spouse is Under 62? October 9, 2024 How to Uncover the Social Security Time Bomb October 16, 2024 Forbes Reveals 5 Powerful Ways a Reverse Mortgage Can Boost Your Retirement Strategy October 16, 2024
