By Wade Pfau, Ph.D., CFA, author of academic retirement research with practical application, RetirementReseacher.com
A lot of advisors did their due diligence about reverse mortgages in the past. But the research and the public policy changes over the […]
By Shelley Giordano, Chair of the Funding Longevity Task Force
Below is an adaptation of the live webinar delivered by Shelley Giordano in 2016. Her comments have been edited for clarity and length.
You can read the summary article below as part […]
This presentation was delivered in live webinar format in 2015. Bruce’s comments have been edited for clarity and length.
By John Salter, PhD, CFP®, AIFA®, Associate Professor, Personal Financial Planning, Texas Tech University
Many retirement professionals are concerned about the retirement security of the mid-market. Home equity is the average retiree’s second largest household asset […]
Other past issues (earn CE for 2017, 2016, 2015 issues only)
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