Wade Pfau says Advisors Need a Fresh Look at Reverse Mortgages (click link) Dec 1, 2015. Through inertia and stubbornness, old ideas die slowly. Financial advisors maintain a dismal view about reverse mortgages. However, […]
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.
Your Reverse Mortgage May Save You Income Taxes – February 2016 Update
The Reverse Mortgage: A Strategic Lifetime Income Planning Resource
Whether or not the United States faces a retirement crisis, there is little doubt that many older Americans are not well prepared financially. Many retirees face the prospect of running out of […]
HECM Reverse Mortgages: Now or Last Resort? Pfeiffer, Schaal & Salter
(This is an unchanged repost of an earlier contribution) Does it pay to get a reverse mortgage early in retirement, or is it better to wait until it’s absolutely required – a “last resort”? […]
Many Ways to Use Reverse Mortgages: Wade Pfau
Reverse mortgages provide access to cash, funded by a home’s equity. Cash is wonderfully flexible, creating a wide range of opportunities for enhanced retirements. Wise use of the cash is the challenge, knowing that the home’s […]
Research Review: Reverse Mortgages in Retirement Planning: November 12, 2015 Update
The research base on reverse mortgages in financial planning has significantly developed in the last three years. This post provides highlights of existing work. Noteworthy are results showing combining reverse mortgages with investment portfolio withdrawals to substantially improve sustainable retirement spending levels, […]
6 Strategies for Using Reverse Mortgages in Retirement Planning: Wade Pfau
April 2016 update: The Journal of Financial Planning published Dr. Pfau’s article in April, 2016: Pfau, Wade D. 2016. “Incorporating Home Equity into a Retirement Income Strategy.”Journal of Financial Planning 29 (4): 41–49. Incorporating Home […]
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