Waiting as long as you can to take out a reverse mortgage may be one way to limit your chances of outliving the proceeds. The Consumer Financial Protection Bureau warns that younger retirees with longer life expectancies have a greater chance of using up all of their home equity with a reverse mortgage. This isn’tContinue reading “How to Avoid Outliving Your Reverse Mortgage”
Monthly Archives: December 2021
Diversification & Asset Allocation: Where Does Home Equity Fit?
I came across this article in the FPA’s December 2021 Journal of Financial Planning during my research. It reinforces my beliefs and the solutions I continue to advocate for when reducing adverse risk in retirement. I highly recommend this paper for certified financial planners and wealth managers, and other trusted advisors who have clients contemplatingContinue reading “Diversification & Asset Allocation: Where Does Home Equity Fit?”