Tuesday, January 28, 2014

Financial Planners Embrace Reverse Mortgages.

 

Retirement Planning With The Reverse Mortgage by Bob Tranchell

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To start 2014 off well, I am going to do a weekly blog sharing some of the ideas and examples of how a HECM can be used in retirement planning. The third installment lists recent articles and also offers a new calculator that shows how a reverse functions in supplementing a retirement portfolio.
Keep in mind, with a Reverse Mortgage you can incorporate a dormant asset into a comprehensive financial plan that allows you to diversify your funding sources, reduce market risk, control tax liabilities and enhance your wealth.
Call me today to get started! 1-800-497-5235

Industry Articles by Financial Planners.
Recently there has been an explosion of articles in financial planning journals and blogs touting the value of a Reverse Mortgage in enhancing retirement planning. The following links will highlight some of the better ones but is not exhaustive.

Blog article by Michael Kitces - Is a reverse Mortgage Better…

Article written by Barry Sacks, J.D., Ph. D - Reversing the Conventional Wisdom

Article written by John Salter, Ph. D.- Standby Reverse Mortgages

Article written by Gerald C. Wagner, Ph.D.- The 6% Rule


These articles are very insightful and can overcome some long held aversions that Financial Planners have had towards Reverse Mortgages.
To also assist in this shift, the following calculator was designed to see the value of a Reverse in portfolio management. Calculator
Webinars
I offer a free webinar for clients, Financial Planners, Estate Attorneys and CPAs that explores the many uses of a Reverse Mortgage. Call me for times or to set up a webinar for your office. 1-800-497-5235.
For more information online; you can read more industry articles on my webpage.
http://www.thenewhecm.com/my_pages.php
Call me today to get started!
1-800-497-5235

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