03/21/2023 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 – Tuesday, March 21, 2023, 3 – 4 PM EST

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 …]

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