Category: Program Basics

Reflections and Strategies for Using Housing Wealth in Retirement

A Global Response to Retirement Income Challenges When I started in reverse mortgages back in the year 2000, it felt

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

My Journey with Dr. Wade Pfau It’s hard to believe it’s been nearly 12 years since I first met Dr.

Don Graves Joins Podcast at the American Colleges Summit {10 Min} Quick Overview I was honored to be featured on

Video: The New Reverse Mortgage Borrower Reverse Mortgages Have Evolved: A New Era of Retirement Planning When reverse mortgages were

Conventional wisdom often advises retirees to delay securing a reverse mortgage until they’re older or when interest rates are more

This is a summary of an article written by my education partner, Dr. Wade Pfau. The full article can be

Obtaining a reverse mortgage loan is a big decision! It’s normal for you and your family to have questions; and

The Forbes article repositions reverse mortgages as a valuable tool in retirement planning, countering the outdated belief that they should

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