Financial planning with your home

207 Conroy Road Sterrett, AL 35147

Financial planning with your home I have had several high net worth clients whose financial advisor recommended them to consider a Reverse Mortgage and get rid of their mortgage payment? You might wonder why. The example I’m using is a couple with a managed 3-million-dollar portfolio. The monthly draw was $10,000. By eliminating the house […]

Smart Use of Housing Wealth

The Academy of Home Equity in Financial Planning focuses on smart use of housing wealth. Former Funding Longevity Task Force gets a new name and a new institutional partner. As defined benefit plans and pensions become a thing of the past, researchers continue to extoll home equity’s critical role in retirement income planning. For some […]