Category: Case Studies
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
A Tough Financial Crossroad for High-Net-Worth Clients An experienced advisor came to me with a situation that’s becoming increasingly common.
Reverse Mortgages: A Tool Too Often Overlooked Insights from Don Graves on Yahoo Finance’s “Decoding Retirement” with Bob Powell When
Video | Three Case Studies Who is MoneyGuidePro™? MoneyGuidePro™ is one of the most widely used financial planning software platforms
Navigating the Homeowners Insurance Crisis While recent wildfires in Los Angeles, hurricanes in Florida, and mudslides in North Carolina dominate
A Strategic Guide to Funding Healthcare and Preserving Assets for Middle-Income Retirees As retirees face longer lifespans and rising healthcare
Conventional wisdom often advises retirees to delay securing a reverse mortgage until they’re older or when interest rates are more
Video Chapter Guide Intro: 1:34 Why Would You Use A Reverse Mortgage? 4:22 David’s Commentary 5:56 How Are Reverse Mortgages
The Forbes article repositions reverse mortgages as a valuable tool in retirement planning, countering the outdated belief that they should
Many older homeowners across the nation are anticipating a modest increase in their Social Security benefits. The 2025 cost of