08/31/2021 Incorporating the Housing Asset in Retirement Income Planning – Shelley Giordano – Rebroadcast

“Incorporating the Housing Asset in Retirement Income Planning”
by Shelley Giordano, MA, Enterprise Integration Mutual of Omaha Mortgage, Founder Academy Home Equity Financial Planning University of Illinois 
Webinar – Wednesday, August 31, 2022, 12 – 1 PM EDT

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 sources such as pensions and Social Security benefits are declining, accessing home equity will become more important as people live longer and [read more …]

Leave a Comment (0) ↓