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 […]
Tom Davison
I'm a wealth manager who enjoys helping people discover what path they want to walk and build a financial strategy to achieve it. This blog focuses on retirement planning, and currently delves into reverse mortgages.
Most Older Americans Age in their Homes
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.
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 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
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
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
Dec 2017 updates: Important tax law changes
Integrating Home Equity and Retirement Savings through the “Rule of 30” by Neuwirth, Sacks and Sacks
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
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
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. […]
Tools for Retirement Planning 
Recent Comments