Archive for July 2020
Reverse Mortgages: The Cinderella of Retirement Planning?
Financial advisors have long looked at Reverse Mortgages as the “Loan of Last Resort”– the ugly stepsister of the retirement planning story. This workshop will create a major paradigm shift in your thinking. The instructor explains how recent program changes and groundbreaking research by the financial planning industry and noted academics have overwhelmingly proven the…
Read MoreJournal 79 – Volume 2, 2020
Editor’s Letterby John “Skip” Frenzel, CFP® Life Settlements: A Unique Financial Tool Designed Specifically for Older Adultsby Chris Orestis Longevity is a Real Fear: Living Too Long in Retirementby V. Raymond Ferrara, CFP® Your Digital Assets Update is Ready to be Installed — In Your Estate Planby Kirsten Waldrip, ESQ Behavioral Finance: Why Do We…
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