Category: Case Studies
Reflections and Strategies for Using Housing Wealth in Retirement
8
Jul
How a CFP® Helped Turn a Retirement Squeeze into Strategic Flexibility
3
Jun
What a 1040 Can Tell You About Retirement Risk – And What to Do About It
1
May
Unlock Your Home Equity and Keep Your Current Low-Interest Mortgage
30
Apr
Introducing Proprietary Options for Younger Clients and Higher-Valued Homes
14
Jan
Practical Strategies for Handling Insurance and Other Increasing Retirement Expenses
10
Dec
7 Ways to Fund Long Term Care Using Housing Wealth
24
Nov
5 Risks of Waiting Too Long to Get a Reverse Mortgage
19
Nov
Insights from Don Graves and Dave McKnight
