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 […]
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 […]
Can Reverse Mortgages Hedge the Most Common Retirement Income Risks?
This is the title of an article written by Don Graves, RICP, and published by the Society of Financial Services Professionals in January 2017. Click to read the article here: SFSP-Mitigating-Risk-DG. Don points […]
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 […]
Increase Retirement Spending by Coordinating Investment Portfolios and Reverse Mortgages: Case Study by Barry Sacks and Mary Jo Lafaye
Recent research has shown six unique methods of combining portfolio and reverse mortgage withdrawals can boost spending (Pfau, 2016a, 2016b). Each method substantially improved lifetime spending. And counterintuitively, potentially estate size as well. Barry Sacks […]
Retirement Management Journal Paper Details Reverse Mortgage Strategies
UPDATE: Access the paper here: Retirement-Management-Journal-2016-Alt-Asset-Buffer-SORR A paper published in the Summer 2016 issue of Retirement Management Journal examines prominent research on the various strategic uses for reverse mortgages in retirement income planning. […]
Incorporating Home Equity into a Retirement Income Strategy, by Wade Pfau
Wade Pfau’s article Incorporating Home Equity into a Retirement Income Strategy was published in the Journal of Financial Planning in April 2016. The article’s Executive Summary: This article explores six different methods for incorporating […]
New Research: Reverse Mortgages, Annuities, and Investments: Sorting Out the Options to Generate Sustainable Retirement Income
New research on Reverse Mortgages appeared in the Spring 2016 issue of the Journal of Personal Finance, also found here. The authors are Joe Tomlinson, Shaun Pfeiffer, and John Salter. The journal’s editors noted: […]
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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