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How to Recession-proof Your Retirement Have a Mortgage and are age 62+? Consider a Reverse Mortgage

By Tom Davison on February 16, 2020

Economists Are Gloomy!? Many feel a recession is coming. Wharton Business School’s Olivia S Mitchell recently addressed the challenges of retirement, especially for retirees. Key steps: First, “try to put together a […]

Most Older Americans Age in their Homes

By Tom Davison on February 16, 2020

This article is from: Squared Away Blog: Financial Behavior: Work, Save, Retire from the Center for Retirement Research at Boston College, posted Feb 11, 2020 Retirees are apparently unpersuaded that it’s a […]

Reverse Mortgages Can Help House-Rich Seniors Free Up Cash for Retirement. Here’s How They Work.

By Tom Davison on February 13, 2020

This article by Neal Templin appeared in Barron’s Dec 14, 2019. Looking to free up $4 million to fund your retirement or pay off your mortgage? If you’re a senior with serious […]

Why The Announcement Of The Academy Of Home Equity Is Such An Important Development

By Tom Davison on June 20, 2019

By Jamie Hopkins By JAMIE HOPKINS For AdvisorNews  Generally financial advice in the United States has been siloed, fragmented and often product-driven. Over the past 80 years, the development of financial advising has […]

The Academy for Home Equity in Financial Planning’s Reverse Mortgage Bibliography

By Tom Davison on May 20, 2019

The Academy for Home Equity in Financial Planning The University of Illinois at Urbana-Champaign Publications by Academy members and other thought leaders Integrating home equity into retirement planning (Academy for Home Equity in […]

Major Tax Deduction changes for Reverse Mortgages: January 18, 2018 Update

By Tom Davison on January 3, 2018

Jan 18 update: added new  Michael Kitces blog on acquisition vs home equity mortgage interest treatment below. BY TOM DAVISON ON DECEMBER 31, 2017 Important income tax changes in December 2017 affect reverse mortgages. The […]

Major changes in Tax Deductions for Reverse Mortgages: December 2017 Update

By Tom Davison on December 31, 2017

Dec 2017 updates: Important tax law changes

Integrating Home Equity and Retirement Savings through the “Rule of 30” by Neuwirth, Sacks and Sacks

By Tom Davison on October 2, 2017

New reverse mortgage research demonstrates that home equity or investment portfolios may be equally effective when funding sustainable spending. The study by Peter Neuwirth, Barry Sacks, and Stephen Sacks in the October […]

CFPB Report on Social Security Claiming and Reverse Mortgages: Slanted by Silence

By Tom Davison on September 25, 2017

The CFPB released a report on August 24 titled “Issue Brief: The costs and risks of using a reverse mortgage to delay collecting Social Security”. On a quick glance, the 26-page report […]

Reverse Mortgages Rules To Change Positively And Negatively For Retirees – from Forbes.com, by Jamie Hopkins

By Tom Davison on September 24, 2017

Jamie Hopkins’ post from Forbes.com, Sep 21, 2017 A number of recent articles stated that the government’s new reverse mortgage changes (Mortgagee Letter 2017-12) will make the program less attractive to borrowers. […]

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Recent Posts

  • How to Recession-proof Your Retirement Have a Mortgage and are age 62+? Consider a Reverse Mortgage
  • Most Older Americans Age in their Homes
  • Reverse Mortgages Can Help House-Rich Seniors Free Up Cash for Retirement. Here’s How They Work.
  • Why The Announcement Of The Academy Of Home Equity Is Such An Important Development
  • The Academy for Home Equity in Financial Planning’s Reverse Mortgage Bibliography

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