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Registered Rep.
January 28, 2015
Kevin McKinley
Early Retirees Should Make the Most of Their Mortgages Ignoring this portion of a client's financial picture could mean less flexibility, and more money going toward taxes -- especially for those who would rather retire sooner than later. mark for My Articles similar articles
AskMen.com
November 26, 2000
Luis Rodrigues
Should You Buy Or Rent The Bachelor Pad? It wasn't too long ago that I was looking for a place of my own. I was very serious about it and thoroughly enjoyed going from place to place, in my quest for the perfect condo. The very first question that came to mind was, "Should I buy or rent?" mark for My Articles similar articles
The Motley Fool
January 23, 2007
Mary Dalrymple
Rent or Buy? Is it time to take the leap into homeownership? mark for My Articles similar articles
AskMen.com
Michael Estrin
How to Take Advantage of Home Equity Nearly 47% of household assets are tied up in the primary residence. Here are two ways to get at that cash and some tips on what you should use it for. mark for My Articles similar articles
Registered Rep.
April 18, 2012
Kevin McKinley
The New Reverse Mortgage Magic There is a lesser-known use of this financial tool: letting qualifying buyers purchase a home with a decent down payment, but no mortgage to pay off, and with no in-depth consideration of their income, assets, or credit situation. mark for My Articles similar articles
The Motley Fool
December 31, 2004
The Reverse Mortgage Lowdown You can sell your home but stay in it -- sort of. A reverse mortgage allows you to convert the equity in your home into a lump-sum payment, monthly income, or a line of credit. mark for My Articles similar articles
Financial Planning
June 1, 2010
Jeanne Lee
House Money As 401(k)s shrink and Social Security replaces a smaller share of income, retirees may need to reconsider tapping the value in their homes. mark for My Articles similar articles
Commercial Investment Real Estate
Mar/Apr 2014
Mary Stark Hood
Cash Flow in Retirement: Reverse Mortgages or a Retained Life Estate This is the ninth article in a series on real estate gifting. Real estate professionals and their clients should consider all options when discussing the charitable donation of real property. mark for My Articles similar articles
BusinessWeek
February 5, 2007
Ellen Hoffman
Pumping Up Your Reverse Mortgage New 'jumbos' are giving retirees the cash they need to stay in their houses. mark for My Articles similar articles
Financial Planning
August 1, 2005
Roccy DeFrancesco
Staying at Home Reverse mortgages may be the answer for seniors in danger of outliving their assets. Even if an RM is not a good fit for your clients, it is important to know about them so you can advise clients if their friends, children or an outside advisor suggest an RM to them. mark for My Articles similar articles
The Motley Fool
April 29, 2008
Your Home: Rent or Buy? Pros and cons of how to pay for your home. mark for My Articles similar articles
The Motley Fool
March 2, 2006
Selena Maranjian
Homeowners 73, Renters 2 There may be more benefits to owning your home than you thought. David Bach, author of The Automatic Millionaire Homeowner, recently weighed in with some more advantages of owning. mark for My Articles similar articles
Registered Rep.
December 1, 2005
Todd K. Ballenger
Go With the (Reverse) Flow Help your clients by reversing outdated thinking about reverse mortgages. Learn to accommodate more of their "I needs" and their "I wants." Regard a reverse the way you would a forward mortgage: It is simply a device for improving cash flow. mark for My Articles similar articles
Financial Planning
November 1, 2011
June Fletcher
Going Into Reverse Several big banks have abandoned reverse mortgages this year, some watchdog groups have maligned them and consumers have shied away from them. Nevertheless, now may be a good time to recommend them to clients. mark for My Articles similar articles
U.S. Banker
August 2006
Lee Conrad
Retiree Demand Trumps A Once-Dismal Reputation More retirees, who have woefully under-financed retirement plans, are choosing reverse mortgages. Some bankers see a large market with growth potential, but they have their work cut out for them. mark for My Articles similar articles
The Motley Fool
December 30, 2005
Should You Rent or Buy? It's not always better to buy a home. Renters can prosper, too. mark for My Articles similar articles
The Motley Fool
June 23, 2011
Selena Maranjian
Banks Say No Thanks to Reverse Mortgages Should you do likewise? mark for My Articles similar articles
Financial Planning
June 1, 2008
Donald Jay Korn
Shift to Reverse As the population ages, financial planning is moving from the age of accumulation into the dawn of distribution. mark for My Articles similar articles
The Motley Fool
April 28, 2007
Elizabeth Brokamp
Home Equity 101 Considering a home equity line of credit? Here's what you need to know. mark for My Articles similar articles
Registered Rep.
April 27, 2011
Kevin McKinley
Reverse Mortgages Preferable to Selling Mom's Home Many of your Boomer clients have elderly parents who are facing a seemingly unsolvable problem: how to produce enough income to cover increasing living costs without jeopardizing investment principal. mark for My Articles similar articles
Registered Rep.
December 8, 2011
Mark Miller
How Reverse Mortgages Can Help Your Older Clients The reverse mortgage industry is re-focusing on a relatively new lower-cost loan type, which is starting to get traction in the market. mark for My Articles similar articles
Investment Advisor
March 2007
How to Capture the Growing Retiree Market Financial planning has historically focused on helping people achieve major financial goals. But what about retirees, who, for the most part, have already achieved their goals and simply want to preserve their way of life? mark for My Articles similar articles
Entrepreneur
August 2003
Mark Henricks
Owning Up To buy or not to buy? That's the hot-button question if you're renting your business location. mark for My Articles similar articles
The Motley Fool
August 29, 2011
Morgan Housel
Where to Rent, Where to Buy Less emotion, more numbers. Since renting can be a substitute to owning, a relationship between rental rates and home prices exists that can't be ignored. mark for My Articles similar articles
Registered Rep.
May 1, 2006
Kevin McKinley
Savvy Start Advisors are gradually shifting their focus from helping their clients make money to spending it. What's driving the shift? The knowledge that many of their best customers are winding down their careers and want to enjoy the fruits of their labor. mark for My Articles similar articles
Financial Planning
October 2, 2007
Elizabeth O'Brien
White Paper - A Balancing Act When constructing a retirement income solution, advisors must weigh subjective factors such as the client's individual risk tolerance and the desire to leave assets to heirs. mark for My Articles similar articles
Registered Rep.
November 1, 2004
Susan L. Hirshman
When Taxes Hit (Second) Home It is to an advisor's advantage to have some idea of the tax implications of a client's purchase of a second home. mark for My Articles similar articles
The Motley Fool
March 9, 2007
Selena Maranjian
It's Not So Crazy to Rent In certain situations, renting does have its benefits. mark for My Articles similar articles
The Motley Fool
March 15, 2007
Mary Dalrymple
When the Best-Laid Plans Go Awry Retirement doesn't always happen when or how you plan. It is therefore important to start saving early. mark for My Articles similar articles
Registered Rep.
December 13, 2013
Mark Miller
A Step Back for Reverse Mortgages New rules from the U.S. Department of Housing and Urban Development that took effect in October reduce the size of some reverse loans, boost fees, and make drawdowns less flexible. mark for My Articles similar articles
Financial Advisor
March 2012
Eric Rasmussen
Is Home Where The Head Is? Home ownership is baked into the American dream. But after the housing bubble burst, some advisors see it as a recipe for disaster if people stretch their means to do it. mark for My Articles similar articles
The Motley Fool
May 18, 2011
Dan Caplinger
How Broke Retirees Will Threaten Your Stocks Those nearing retirement will have to take dire steps to survive. Businesses could suffer. mark for My Articles similar articles
The Motley Fool
June 14, 2004
Selena Maranjian
Home Is Where the Loan Is Need a loan? There's money in them there floorboards. mark for My Articles similar articles
Registered Rep.
July 17, 2013
Kevin McKinley
(Second) Home Free Don't let clients' dream retirement home turn into a nightmare. mark for My Articles similar articles
Registered Rep.
August 9, 2012
Mark Miller
Reverse Mortgage Madness Two recent studies illustrate the pressure that the housing meltdown is putting on older homeowners - and the risks associated with draining home equity. mark for My Articles similar articles
Financial Planning
August 1, 2013
June Fletcher
Rent or Buy a Home? More Choose Rental The housing market may be picking up, but many clients have decided to avoid homeownership entirely. mark for My Articles similar articles
The Motley Fool
August 31, 2009
Dan Caplinger
This Could Be the Best Move You Ever Make The plummeting housing market hasn't just thrown millions of homeowners under the wheels of their mortgage debt; it has also thrown into question whether buying a home really ever makes economic sense. mark for My Articles similar articles
The Motley Fool
April 21, 2010
Dan Caplinger
Is the Housing ATM Reopening? Many seniors will be glad to hear what a number of lending institutions are saying about reverse mortgages. They are getting less expensive. mark for My Articles similar articles
Commercial Investment Real Estate
May/Jun 2015
Donald J. Valachi
Lease Option or Sale? What is the economic reality of your transaction? mark for My Articles similar articles
AskMen.com
Dan Carter
Basics Of Real Estate Investing It is never easy to make the most of your investments, but there is one option that remains a solid, steadily profitable venue for your money. This, of course, is real estate -- a wise choice through good times and bad. mark for My Articles similar articles
Financial Planning
December 1, 2007
Stacy Schultz
White Paper The Principal Financial Well-Being Index is a quarterly study that identifies and tracks trends in consumer financial well-being, retirement planning, employee benefits and workplace trends. mark for My Articles similar articles
Investment Advisor
April 2006
Melanie Waddell
Four Planners Who Get It: Chuck Robertson Due to higher taxes and greater longevity, today's retirees, particularly baby boomers, face a more challenging retirement than previous generations. Here's what financial advisors can do to help. mark for My Articles similar articles
Financial Advisor
July 2008
David J. Drucker
Retirement On Hold With a shaky market, retirement plans must be rethought, modified and, hopefully, salvaged. mark for My Articles similar articles
AskMen.com
March 18, 2001
Luis Rodrigues
Start Planning For Your Retirement mark for My Articles similar articles
The Motley Fool
March 30, 2005
15-Year vs. 30-Year Mortgages The mortgage you have in mind may not be best for you. mark for My Articles similar articles
The Motley Fool
March 7, 2007
Mary Dalrymple
The Finer Points of Homeownership You can deduct all kinds of home-related expenses, but the tax rules can be tricky. mark for My Articles similar articles
The Motley Fool
August 25, 2005
Dayana Yochim
The Down-Payment Dilemma If you can afford to put more than 20% down on a home, should you? mark for My Articles similar articles
This Old House
Jeffrey Rothfeder
Tenant, Anyone? Live in the house of your dreams while a renter foots the bills. There are financial and tax advantages to buying a multifamily home to both live in and rent. mark for My Articles similar articles
The Motley Fool
August 30, 2006
Buz Livingston
Let's Buy a Home Relax -- falling home prices are no cause for panic. Unless you're planning on selling, does it matter what prices are? mark for My Articles similar articles
The Motley Fool
December 9, 2004
Robert Brokamp
What Retirement Will Cost Are you saving enough to pay for your golden years -- or will you need more? mark for My Articles similar articles