Category: Advanced Strategies

Reflections and Strategies for Using Housing Wealth in Retirement

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

18

Apr

How Housing Wealth Can Lower Taxes and Protect Retirement Income

4

Apr

Exploring what’s new, what’s misunderstood, and what’s valuable in today’s reverse mortgage

24

Mar

Featuring my conversation with Robert Powell, CFP®, Editor of Retirement Daily

28

Jan

24 Key Questions Elite Advisors Can Consider About Reverse Mortgages
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