Home | About Us | Contact Us
Retirement Resource Center
Where today's experts help you secure retirement
Reverse Mortgages
Reverse mortgages CFP CE and consumer education
Buy now for $29 Overall Rating: 4.8 / 5 Navigating the Critical Ages of Retirement Income Planning – Heather Schreiber As people transition through their working years into retirement, identifying key planning ages along the way can be difficult for even the most well-intentioned planners. Missing opportunities to save more or to leverage little-known strategies …
Buy now for $29 Overall Rating: 4.3 / 5 Fitting Home Equity into a Retirement Income Strategy – Wade Pfau How can reverse mortgages be used to better secure retirement? In the early days, reverse mortgages were generally treated as a last resort option after other resources were depleted, or as a way to obtain quick …
Buy now for $29 Overall Rating: 4.6/ 5 Using Housing Wealth and Qualified Retirement Benefits to Facilitate Asset Division in Silver Divorce – Barry Sacks Silver Divorce (where one or both parties are over age 55) is on the rise. Key issues of Silver Divorce are the division of assets, providing adequate retirement income for …
Buy now for $29 Overall Rating: 4.7 / 5 Snowbirding – Living in More Than One Location in Retirement – Steve Parrish As our clients prepare for retirement, many dream of splitting their time among residences. Because of weather, family, or wanderlust, they want to spend their retirement years in more than one locale. The …
Buy now for $29 Overall Rating: 4.4 / 5 Women Vulnerable in Retirement: Housing Wealth Solutions – Shelley Giordona Women face unique challenges in retirement such as living longer than their spouse, earning less during their career, experiencing gray divorce or solo aging. Most retired women are homeowners. They can be more retirement secure and …
Buy now for $29 Overall Rating: 4.7 / 5 Incorporating the Housing Asset in Retirement Planning – Shelley Giordano For middle-income retirees, home equity is the largest asset they have after the present value of their Social Security and pension benefits (working in retirement is 3rd; retirement savings is 4th). In a time when lifetime income …
Buy now for $29 Overall Rating: 4.5 / 5 Maximizing Retirement Success: Beyond Assets and Liabilities – Chia-Li Chen The session is designed to equip financial advisors with advanced strategies for managing retirement asset distributions, with a special focus on clients who are pre-retirees or retirees. Dr. Chien will delve into the often-overlooked aspects of …
Buy now for $29 Overall Rating: 4.6/ 5 Advanced Strategies for Using Housing Wealth to Improve Financial Outcomes in Retirement – Barry Sacks As clients retire, and hence end the receipt of regular income from employment or professional activity, cash flow considerations become paramount. Indeed, studies have shown that for most retirees, the concern about …
Your one-stop retirement resource for financial services companies, wealth management firms, employers, public sector retirement systems, financial advisors, and future retirees.
