Webinar with NAIFA and Curtis Cloke on July 18, 2019.
Join Curtis Cloke, Academy of Home Equity member and award-winning international speaker, educator and author for this exciting event focusing on methods to secure income in retirement! This webinar is put on by NAIFA – Iowa.
This webinar can be found here.
On this weekly news podcast, Reverse Focus Weekly by the HECMWorld, Karin Hill was invited to discuss her current role at the Academy of Home Equity in Financial Planning along with her perspectives regarding the recent HECM reform to both the borrowers and lenders.
Click here to check out Part Two of the exclusive interview with Karin Hill.
On this weekly news podcast, Reverse Focus Weekly by the HECMWorld, Karin Hill was invited to discuss her current role at the Academy of Home Equity in Financial Planning along with her perspectives regarding the recent HECM reform to both the borrowers and lenders.
Click here to check out Part One of the exclusive interview with Karin Hill.
A new form of SRI: Secure Retirement Income
Two major retirement challenges could be addressed through a simple innovation. First, long-term investors are struggling to meet their (lowered) target rates of return. Attempts to raise returns by investing in riskier assets only raises the risk of future underperformance. Second, individuals have insufficient retirement savings and are facing the prospect of a meager retirement paycheck. A new real estate sub-asset class, iHomes (Income from Homes), created by innovative funds and real estate managers, could address these twin challenges with attractive results for all parties. The solution rests in allowing retirees to tap into home equity to generate income, and for innovative investors to get rewarded for supplying capital for these transactions.
To dig into the article regarding home equity and reverse mortgage, click here.
By Dr. Arun S. Muralidhar on May 31, 2019
By Robert C. Merton and Arun Muralidhar on May 27, 2019
A deeper dive into SeLFIES, or Standard-of-Living indexed, Forward-starting, Income-only Securities).
Full article can be found here.
This book provides a research based approach to analyzing different uses for a HECM as part of a retirement income plan.
The book can be found here.
by Marguerita M. Cheng, CFP® , RICP®, CRPC®, CDFA®
For homeowners over the age of 62, money may be tight due to a turbulent economy, greater longevity, and rising health care costs. And let us not forget the roller coaster ride called the housing market. One way to lessen the unexpected shocks that can jeopardize a comfortable retirement is to consider acquiring a reverse mortgage.
For article may be found here
Video of Dr. Pfau and Jamie talking about reverse mortgages
Academic retirement research with practical application presented by Wade Pfau, Ph.D., CFA & the Retirement and Financial Planning teams at McLean Asset Management.
Net Available Line of Credit or Tenure Payment for a Variable Rate Loan.
https://retirementresearcher.com/reverse-mortgage-calculator/