Reverse Mortgages in Financial Planning

Davison, Tom. 2014. “Strategic Uses of Reverse Mortgages for Affluent Clients.” Tools for Retirement Planning April 16.

Neuwirth, Peter, Barry H. Sacks, and Stephen R. Sacks. 2017. Integrating Home Equity and Retirement Savings through the Rule of 30 Journal of Financial Planning, Retirement Insight and Trends

Pfau, Wade. Forbes March 11, 2020 How Much Can Retirees Spend

Darwish, David HBKS Wealth Advisors June 25, 2019 Reverse Mortgages Convert Your Home Into Income

Pfau, Wade. 2016. Incorporating Home Equity into a Retirement income Strategy Journal of Financial Planning

Pfeiffer, Shaun, John Salter, and Harold Evensky. 2013. Increasing the Sustainable Withdrawal Rate Using a Standby Reverse Mortgage Journal of Financial Planning.

Pfeiffer, Shaun, C. Angus Schaal, and John Salter. 2014. HECM Reverse Mortgages: Now or Last Resort? Journal of Financial Planning.

Sacks, Barry H., and Stephen R. Sacks. 2012. Reversing the Conventional Wisdom: Using Home Equity to Supplement Retirement Income Journal of Financial Planning

Sacks, Barry, and Giordano, Shelley. 2016 A Case Study An Alternative Asset to Buffer Sequence of Return Risk in Retirement The Retirement Management Journal

Salter, John, Shaun Pfeiffer, and Harold Evensky. 2012. “Standby Reverse Mortgages: A Risk Management Tool for Retirement Distributions” Journal of Financial Planning

Tomlinson, Joe. March 18, 2014. “How Reverse Mortgages Improve Sustainable Withdrawal Rates.” Advisor Perspectives

Tomlinson, Joe. April 14, 2015. “New Research: Reverse Mortgages, SPIAs and Retirement Income.” Advisor Perspectives

Tomlinson, Joe, Shaun Pfeiffer and John Salter. 2016. “Reverse Mortgages, Annuities and Investments: Sorting Out the Options to Generate Sustainable Retirement Income.” Journal of Personal Finance

Warshawsky, Mark J. 2017 Retire on the House – Use of Reverse Mortgages to Enhance Retirement Security Journal of Financial Planning

Davison, Tom. March 3, 2014 Reverse Mortgage Funds Social Security Delay Tools for Retirement Planning

Tomlinson, Joe. October 17, 2019 Evaluating Reverse Mortgages as Investments Advisor Perspectives

Davidson, Tom and Turner, Keith. Fall 2015 A Reverse Mortgage: A Strategic Lifetime Income Planning Resource The Journal of Retirement

Kitces, Michael. September 18, 2013. “Is a Reverse Mortgage Better Than Keeping a Traditional Amortizing Mortgage in Retirement?” Nerd’s Eye View

Pepe, Stephen R. 2017. “The Home Equity Conversion Mortgage as a Long-Term Care Insurance Alternative for Financing In-Home Care. Journal of Financial Service Professionals. July. Issue 4 (53-66).

Pfau, Wade, Joe Tomlison, Steve Vernon. November 2017. “Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity A Framework for Evaluating Retirement Income Decisions.” Stanford Center on Longevity

Pfau, Wade D. December 1, 2015. “Advisors Need a Fresh Look at Reverse Mortgages.” Advisor Perspectives

Polyak, Ilana. CNBC May 11, 2020 Seniors turn to reverse mortgages as a cash lifeline during Coronavirus

Shan, Hui. Federal Reserve.gov 2009 Reversing the Trend: Recent Expansion of the Reverse Mortgage Market

Pfau, Wade. Forbes March 29, 2016 Improving Retirement Income Efficiency Using A Reverse Mortgage

Lloyd, Alcynna. Housing Wire August 27, 2018 The American College Promotes Education about Reverse Mortgages

Templin, Neal, Barrons December 14, 2019 Reverse Mortgages can help house rich seniors free-up cash for retirement

Pfau, Wade. Forbes February 21, 2017 Using Reverse Mortgages In A Responsible Retirement Plan

Block, Sandra. Kiplinger May 2, 2020 “9 Ways to Raise Cash”

Davison, Tom. February 16, 2020 How to Recession Proof Your Retirement

Pfau, Wade. Forbes May 1, 2019 Preserve Credit as an Insurance Policy

Hopkins, Jamie. Forbes July 2, 2019 Propiety Reverse Mortgages Could Eclipse

Pfau, Wade. Forbes. January 23, 2019 Why open a Reverse Mortgage before it is actually needed

Gopal, Prashant. Bloomberg March 13, 2019 Americas Most Hated Home Loan is Staging a Comeback

Hopkins, Jamie. Forbes June 29, 2017 The New York Times Got it Wrong About Reverse Mortgages

Pfau, Wade. Advisor Perspectives April 15, 2019 What the Critics Get Wrong About Reverse Mortgages

Federal Reserve.gov Key Questions to Ask About Reverse Mortgage Loans

Federation of American Consumers and Travelers Take a New Look at Reverse Mortgages

Hopkins, Jamie. Forbes June 24, 2019 Busting Three Half Truths About Reverse Mortgages

Guttentag, Jack. Forbes December 11, 2018 HECM – Reverse Mortgages Can Reduce Retirement Income Instability

Hopkins, Jamie. Investment News January 22, 2018 Financial Advisers Should Avoid Error by Omission

Pfau, Wade. Forbes February 20, 2019 Strategies for Carrying a Mortgage into Retirement

Free Consultation

No Fees. No Obligations.
First Name*
Last Name*
City of Residence
State*
Phone*
Email*
Name
This field is for validation purposes and should be left unchanged.