Housing for Retirees: Buy, Sell or Hold? – Michael Falk

 

Housing for Retirees: Buy, Sell or Hold? – Michael Falk

We know your home is where your heart is, but we also know that’s one very big, illiquid asset (and liability too) with no yield in your portfolio.

A home is dear to the hearts of many retirees, but it may also be a large and illiquid asset, and/or liability. 

Income is paramount, but reaching for yield is perilous. What you should consider doing with the home is much more complex than often discussed. Let’s tear the roof of this topic and start to discuss some key issues brick by brick.

 

In this one-hour session, you will evaluate:

Housing for Retirees: Buy, Sell or Hold? - Michael Falk

Housing for Retirees: Buy, Sell or Hold? – Michael Falk

  1. How retiring without a mortgage is very smart, but accelerating the payoff to accomplish such a goal may not be so smart.
  2. How “livable” (really) is your home long-term?
  3. What could be the long-term cost profile (liability) of maintaining your home?
  4. Your options: HELOC, Reverse Mortgage, downsize, or sell.

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This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

 

Your presenter is Michael Falk, CFA, CRC®, Partner with the Focus Consulting Group – Behavioral Finance & Investment Management Expert.

 

Michael Falk, CFA, CRC® - Behavioral Finance Expert & Retirement Contrarian

Michael Falk, CFA, CRC® – Behavioral Finance Expert & Retirement Contrarian

Michael was the CIO in charge of manager due diligence and asset allocation for a multi-billion dollar advisory. His background includes extensive asset allocation research and portfolio development expertise along with a a multi-faceted understanding of behavioral finance and retirement issues.

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

 

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1 hr CFP®, CRC®, and other CE Credit Reporting

CFP BOARD - CE Quality Partner - Retirement Resource CenterWe will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting all other certifications for CE credit.

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