Updated: November 19,2014

Below is the newest Seminar I taught at Lincoln Investment.  5 Ways Retired Educators Can Benefit from the Newly Restructured Reverse Mortgage. The other information on this page is from the earlier workshops i did.

5 Ways Retired Educators Can Benefit

Six Financial Planning Articles

• HECM Reverse Mortgages: Now or Last Resort? by Shaun Pfeiffer, Ph.D.; C. Angus Schaal, CFP®; and John Salter, Ph.D., CFP®, AIFA®
• Retirement Trends, Current Monetary Policy, and the Reverse Mortgage Market by David W. Johnson, Ph.D.; and Zamira S. Simkins, Ph.D

• The 6 Percent Rule ​by Gerald C. Wagner, Ph.D.

• Increasing the Sustainable Withdrawal Rate Using the Standby Reverse Mortgage by by Shaun Pfeiffer, Ph.D.; John Salter, Ph.D., CFP®, AIFA®; and Harold Evensky, CFP®, AIF®
• Standby Reverse Mortgages: A Risk Management Tool for Retirement Distributions by John Salter, Ph.D., CFP^®, AIFA^®; Shaun Pfeiffer; and Harold Evensky, CFP^®, AIF^®
• Reversing the Conventional Wisdom: Using Home Equity to Supplement Retirement Income by Barry H. Sacks, J.D., Ph.D., and Stephen R. Sacks, Ph.D

Reverse Mortgages 101 by Michael Kitces, CFP^®

https://attendee.gotowebinar.com/recording/3554015559424336897   and     http://www.kitces.com/taking-a-fresh-look-at-reverse-mortgages-security-one/

Case Studies Covered in the Seminar

• Should Reverse Mortgages considered only as a Last Resort

• Impact of Paying off a Mortgage Using the HECM Program

• Can Reverse Mortgage Help Manage Retirement Income Risks

•  Can A HECM Reverse Mortgage Extend Portfolio Life – A Money Guide Pro Example

•  10 Benefits of a HECM Line of Credit

• When Should an Advisor Suggest a HECM Reverse Mortgage/14 Strategic Uses of a Reverse Mortgage