Forbes Reveals 5 Powerful Ways a Reverse Mortgage Can Boost Your Retirement Strategy
The Forbes article repositions reverse mortgages as a valuable tool in retirement planning, countering the outdated belief that they should […]
Accounting
Can A Reverse Mortgage Happen When One Spouse is Under 62? | Understanding the HECM Non-Borrowing Spouse Rules
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 a Couple’s Retirement Dream
Meet Jason and Denise Jason and Denise, both 65, had envisioned a retirement filled with travel and entertainment, ticking off
Fifteen Things Your Client’s Tax Return Can Tell You
The other day I was speaking to a room full of CPA’s, Enrolled Agents and Tax Preparers about ways tax
Navigating the Three Economic Phases of Retirement: A Holistic Approach Using Reverse Mortgages
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Squeezing the Juice Out of Retirement: Understanding the Four Psychological Phases of Retirement
Quick Summary | Video Below Today, we embark on a journey into the captivating TEDx talk by Dr. Riley Moynes, an esteemed authority in retirement psychology. Dr. Moynes’ dedication to unraveling the intricate layers of retirement psychology has truly paved the way for a deeper understanding of this pivotal chapter in our lives. With a…