Financial Planners now see how a Reverse Mortgage can supplement a retirement strategy.

Now during the ecomomic problems it has became more important that ever to protect your clients portfolio. I have some great national news articles to show how this can be done. Click on one of these articles in Red. Barrons. Our semi retired columnist isnt worried about a market crash!     Forbes. How to include home equity in your retirement plan with the bucketing approach.     Housing Wire Reverse Mortgages get second look amid coronavirus chaos.  USA Today retirement how deal unexpected expenses.   Here are the new rules for post pandemic retirement.– Forbes 

The Intuition for Reverse Mortgages. Advisor Perspectives.

This was on Financial Advisor online October 2nd 2020.  24% cut in social security benefits

 To Reduce the Risk of Retirement Portfolio Exhaustion, Include Home Equity as a Non-Correlated Asset in the Portfolio

Reverse Mortgages. What you need to know. Mass Mutual Blog   Retirees Make the Most of Your Home Equity.

There are so many reasons that financial professionals are recommending a Reverse Mortgage today. Most reasons come down to the fact that people are not saving at a pace to last them into the 90s. A Reverse Mortgage could provide source of cash flow while borrower allows their investments to recover from market losses.

A Reverse Mortgage loan is not for everyone. Our goal is to work with trusted Financial Planners and CPA’s to help determine if a reverse mortgage meets the needs of your client. We can accomplish this by providing detailed loan scenarios to you (with your client’s permission) and personal consultation with our staff to help reach a decision that is in the best interest of all parties. We are up front with our clients about the advantages and disadvantages of a reverse mortgage. Proceeds received from a reverse mortgage proceeds typically do not affect Social Security or Medicare. Provides access to their home equity without the requirement of monthly mortgage payments. Borrowers must continue to meet ongoing property obligations such as homeowner’s insurance and property tax payments.