Category: Strategic Uses
Reflections and Strategies for Using Housing Wealth in Retirement
Quick Synopsis In this 50-minute session, I walk you through real-world scenarios where retirees used reverse mortgages not as a
A Wild Ride for Wall Street—and a Wake-Up Call for Retirees I don’t fancy myself an economist—but since 2000, I’ve
A Hero’s Tool: How Housing Wealth Strengthens Retirement Plans As a financial advisor, you are already the hero in your
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
Meet Jason and Denise Jason and Denise, both 65, had envisioned a retirement filled with travel and entertainment, ticking off
