Housing Wealth Illustrator

A Picture is Worth a Thousand Words

The housing wealth illustrator is designed to help advisors
visually understand the power of housing wealth

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  • 65 year old couple in a $450,000 home
  • $180,000 mortgage, comfortably paying $1,500 a month
  • Would like to have some flexibility in their plan for the “what ifs” of retirement
  • Read a Forbes article on 6 Strategies for Carrying a Mortgage into Retirement and gravitated towards Concept #1
  • Showed article to their advisor who in turn requested an Housing Wealth Illustration to become more informed

HECM Exchange Strategy

(1) Voluntary Loam Payment  (2) Decreasing Loan Balance – Red line (3) Increasing and Available Line of Credit – Green Line