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 […]
Accounting
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