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 […]
Accounting
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
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 Strategy
The Forbes article repositions reverse mortgages as a valuable tool in retirement planning, countering the outdated belief that they should
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
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…