By Marty Bell “Despite the potential of HECMs as a source of income in retirement, there is little published research on the experiences of reverse mortgage borrowers and … more Borrower Outcomes: Generally current on taxes, high overall well-being, and satisfied with decision
Retirement Research
Engaging Financial Planners: Advice from American College’s Jamie Hopkins
By Joel Swerdlow Financial Planners must learn about reverse mortgages; reverse mortgage originators must learn about financial planning; and everyone must be willing to change and grow. That … more Engaging Financial Planners: Advice from American College’s Jamie Hopkins
How Retirement Is Changing in America
A report published by the Urban Land Institute, entitled How Retirement is Changing in America, shows that between 1998 and 2012, the share of adults age 65 and … more How Retirement Is Changing in America
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Aging in Place: Analyzing the Use of Reverse Mortgages to Preserve Independent Living
By Stephanie Moulton, Caezilia Loibl and Donald Haurin (The Ohio State University) At the November NRMLA Annual Meeting in San Francisco, Dr. Stephanie Moulton unveiled a sneak peak … more Aging in Place: Analyzing the Use of Reverse Mortgages to Preserve Independent Living
The Reverse Mortgage: A Strategic Lifetime Income Planning Resource
Whether or not the United States faces a retirement crisis, there is little doubt that many older Americans are not well prepared financially. Many retirees face the prospect … more The Reverse Mortgage: A Strategic Lifetime Income Planning Resource
Nobel Laureate Espouses Reverses
While addressing the annual conference of The BAM Alliance, a community of more than 140 independent wealth management firms, MIT Economics Professor and winner of the 1997 Nobel … more Nobel Laureate Espouses Reverses
Study: Financial Attitudes Improving
American workers, especially low-income wage earners, are more optimistic about their personal finances and taking proactive steps to improve their financial security, according to a new study published … more Study: Financial Attitudes Improving
Retirees in 49 States Have Insufficient Retirement Income
A new study published by Interest.com shows retirees in all but one state (NV) have not saved recommended threshold of 70% of their pre-retirement income
Using Your Home as a Source of Retirement Income
The Center for Retirement Research at Boston College has published a new booklet that explains to aging homeowners how they can use their largest asset to finance their retirement years.