Category: Advanced Strategies
Reflections and Strategies for Using Housing Wealth in Retirement

A New Day is Dawning For the last 25 years, I have focused exclusively on helping financial professionals understand the

Quick Synopsis In this 50-minute session, I walk you through real-world scenarios where retirees used reverse mortgages not as a

How Can I Lower My Income Taxes? 📰 Read the full article on Retirement Daily As I continue my Reverse

Why Would Morningstar Take on This Topic? Morningstar, one of the most venerable financial organizations in the world, recently invited

Many older homeowners across the nation are anticipating a modest increase in their Social Security benefits. The 2025 cost of