Joined May 2019
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Academy for Home Equity in Financial Planning retweeted
Presenting yesterday at @fpassociation on the psychology and behavior that drives how we think about housing and home equity. Also jazz hands 😂 @AcademyHEFP @FinAmReverse #Housing #UIUC #PlanningIllini
Academy for Home Equity in Financial Planning retweeted
Come join me today for a discussion of housing trends, BeFi strategies, research on credit & financial planners and reverse mortgages and housing strategies. #Excell2022 #Housing
Next week - we take a dive into the fall 22 housing market, explore heuristics around home ownership, visit research on planners and credit recommendations and end with planning strategies. Hope you can join me!!#Excell2022 @AcademyHEFP @planningillini
Academy for Home Equity in Financial Planning retweeted
About to speak on home equity with @MutualReverse at the Mutual of Omaha IGNITE event! @AcademyHEFP
Academy for Home Equity in Financial Planning retweeted
Fun to represent @AcademyHEFP today!! We enjoyed talking about mortgages, reverse mortgages and even student loans. Thank you @mutualofomaha for having me out!!
Academy for Home Equity in Financial Planning retweeted
Guess who just registered for Excell?? This guy. Come check out my break-out on using home equity in financial planning!! I can’t wait #HomeEquity @AcademyHEFP #FinancialPlanning excellconference.com/event/4…
Academy for Home Equity in Financial Planning retweeted
Reverse mortgages aren’t as scary as they once were. A home equity conversion mortgage comes with federal oversight @LoriIoannou1 @WSJ @WadePfau @AcademyHEFP #HECM #reversemortgage wsj.com/articles/reverse-mor…
Academy for Home Equity in Financial Planning retweeted
Should you use a reverse mortgage to pay for long-term care? michigansthumb.com/news/arti… via @michigansthumb @NerdWallet @kateashford @AcademyHEFP #HECM #reversemortgage #retirement
Academy for Home Equity in Financial Planning retweeted
I'm thrilled to have a seat at this table! Thank you @WeAreIncomeLab for the chance to further model #Retirement, #Longevity and #HomeEquity planning strategies. Looking forward to working together!
#ILLINOIS #Income @AcademyHEFP
We are excited to announce the launch of the Income Lab Research Council!
Check out the article for more details: : prn.to/3u7PoEH
#retirementincome #retirementplanning #fintech #financialplanning #advisortech
ALT 2022 Income Lab Research Council
Academy for Home Equity in Financial Planning retweeted
Dr. Craig Lemoine recently published in the New York Times talking about Reverse Mortgages. “There is always a danger with an influx of sudden, flexible cash,” Dr. Lemoine - Interested in learning more? Read the article here: nytimes.com/2022/04/01/busin…
Academy for Home Equity in Financial Planning retweeted
In today's NYT, Susan B. Garland has done an excellent job explaining the potential role that reverse mortgage HECMs can play in a retirement plan! She mentions my Reverse Mortgages book which is available for an even deeper dive (Books2Read.com/ReverseMortga…) nytimes.com/2022/04/01/busin…
Academy for Home Equity in Financial Planning retweeted
This week @AcademyHEFP stakeholders met in Westlake, TX to talk about what comes next. Thank you @WadePfau @RetirementRisks @MutualReverse @FinAm_Reverse and Presley Fee for helping set a guide for the next few years. Four pillars and a ton of energy! #HomeEquity
Turning your #homeequity into cash can help pay bills and preserve other savings and #investments. Hear from Academy members @HigherEdCraig, @WadePfau, Dr. Barry Sacks and Shelley Giordano in this @nytimes article!
nytimes.com/2022/04/01/busin…
There are many misconceptions about #reversemortgages - check out this post to learn more about how they work
credible.com/blog/mortgages/…
Some financial experts are seeing #reversemortgages as an #investment strategy that lets people stay in their homes as they age kiplinger.com/retirement/604…
Check out this excerpt from Chapter 1 of Academy member Wade Pfau’s newly revised book!
ow.ly/mhVR50IiO8o
Academy for Home Equity in Financial Planning retweeted
Retirement Planning Tip of the Day from the Retirement Planning Guidebook (amazon.com/Retirement-Planni…)
Reverse mortgages give responsible retirees the option to create liquidity for an illiquid asset to support a more efficient retirement (more spending and/or more legacy). #hecm
When might a #homeequity loan fit your needs? CNN outlines how a #HELOC can benefit you:
cnn.com/2021/08/24/cnn-under…