Insights & Updates
Reflections and Strategies for Using Housing Wealth in Retirement
25
Nov
And Why Home Equity May Be the Most Underused Asset of Them All
28
Oct
How the wrong line of credit can create costly mistakes in retirement
25
Sep
A Legacy of Security and a Challenge for Tomorrow
19
Sep
How Trust Language and Timing Impact Reverse Mortgage Approval
1
Sep
Understanding One of the Most Powerful and Overlooked Features of a Reverse Mortgage
8
Jul
How a CFP® Helped Turn a Retirement Squeeze into Strategic Flexibility
3
Jun
What a 1040 Can Tell You About Retirement Risk – And What to Do About It
2
May
Dr. Barry Sacks unpacks how reverse mortgages can support tax-efficient retirement strategies.
1
May
Unlock Your Home Equity and Keep Your Current Low-Interest Mortgage
30
Apr
Introducing Proprietary Options for Younger Clients and Higher-Valued Homes
18
Apr
How Housing Wealth Can Lower Taxes and Protect Retirement Income
10
Apr
How Reverse Mortgages Can Add Stability, Liquidity, and Flexibility in Uncertain Times
4
Apr
Exploring what’s new, what’s misunderstood, and what’s valuable in today’s reverse mortgage
1
Apr
Don Graves discusses housing wealth as the “4th bucket” in retirement income planning
1
Apr
Ed Slott, Robert Powell, Don Graves and Matt Curfman explain why reverse mortgages deserve a second look.
24
Mar
Featuring my conversation with Robert Powell, CFP®, Editor of Retirement Daily
18
Feb
Explore How Reverse Mortgages Empower Retirees Across Financial Situations and Planning Goals
12
Feb
Boost Retirement Outcomes by Leveraging Housing Wealth at the Right Time
31
Jan
A Comprehensive Look at the Complexities of Retirement Income Planning
28
Jan
24 Key Questions Elite Advisors Can Consider About Reverse Mortgages
22
Jan
How Biden’s Reforms and Reverse Mortgages Could Shape Trump’s Next Move
14
Jan
Practical Strategies for Handling Insurance and Other Increasing Retirement Expenses
31
Dec
Timeless Wisdom to Inspire Growth, Success, and Purpose in Your Professional Journey
10
Dec
7 Ways to Fund Long Term Care Using Housing Wealth
24
Nov
5 Risks of Waiting Too Long to Get a Reverse Mortgage
19
Nov
Insights from Don Graves and Dave McKnight
12
Nov
Examining Missteps and Unveiling the Truth Behind Common Misconceptions
9
Oct
Understanding the HECM Non-Borrowing Spouse Rules
