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. […]
Do you prefer a ReLOC or HELOC?
HELOCs (Home Equity Lines of Credit) are widely used. Simply having one makes many people more comfortable. My wife and I had a standby HELOC for many years – ready to use […]
Reverse Mortgages: Many Users, Many Uses
Reverse mortgages provide access to cash. Cash is the most flexible financial resource of all. In turn, access to cash makes a reverse mortgage a very flexible resource. Many homeowners could qualify […]
Understanding Reverse Mortgages: An Interview with Shelley Giordano
SOA research has shown that non-financial assets are the biggest part of retirement assets for many middle American families. The largest part of non-financial assets by far are home values. Housing is […]
Reverse Mortgage Disbursements Capped – Additional Clarification From HUD Required
From the Funding Longevity Task Force The Funding Longevity Task Force at The American College of Financial Services has been at the forefront of financial analysis demonstrating the important role reverse mortgages […]
Leading Retirement Researcher Pens New Book on Reverse Mortgages
Wade Pfau’s new book as reviewed by Jason Oliva of Reverse Mortgage Daily September 19th, 2016 | by Jason Oliva A new book on reverse mortgages hit the shelves this past weekend, offering readers […]
The HECM For Purchase Program Simplifies Home Buying for Retirees
This post originally appeared on Dirk Cotton’s blog The Retirement Café. It is reposted here with permission from Dirk and Jim Dean. Dirk wrote the section immediately below and Jim did the balance. […]
Reverse Mortgage Financial Planning Research and Resources: Bibliography
Active Reverse Mortgage Financial Planning Blogs Davison, Tom. ToolsForRetirementPlanning.com This site. Guttentag, Jack. The Mortgage Professor Consumer oriented. Stimulates competition through price shopping. May receive payment for referrals to mortgage companies. Pfau, Wade. Retirement Researcher and […]
Advisors Need a Fresh Look at Reverse Mortgages: Wade Pfau
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, […]
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