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 past few years indicate that reverse mortgages can be a valuable tool in a retirement […]
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 […]
Archive – CE available with all 2018 and 2017 issues
Other past issues (earn CE for 2018 and 2017 issues)
Read the entire issue to receive CE!
This article is part of the most recent issue of Retirement Insight and Trends, worth 1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, CASL and other CE.
Print and share
Read other past issues! (CE available for 2018 and 2017 issues)