Financial Advisors

Using Niche and Creative Conventional Financing to Help Buyers in a Declining Market

Case Study: Jim & John — The Tale of Two HECM’S

Best Practices for Retirement Income Planning

The Hidden Value of a Reverse Mortgage Stand Line of Credit

Recovering a Lost Deduction

Reversing the Conventional Wisdom: Using Home Equity to Supplement Retirement Income

Educational Webinars & Seminars

Academic Research

Case Studies

Financial Advisors

managing retirement cash flow, taxes and housing wealth

Silver Divorce

Downsizing and Right-Sizing

Paying For Care

helping clients afford quality care —at home or assisted living

Common Questions

Nonprofit Resources