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Financial Planning
May 1, 2013
June Fletcher |
Elder Housing Options for Clients Aging clients may need to adjust real estate holdings to address changing health care needs. Here are 7 strategies to consider.   |
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. |
Registered Rep.
March 13, 2015
Mark Miller |
Aging in Place The conversation can be difficult, since planning for housing in retirement raises touchy emotional issues. But there's some good news for advisors. |
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. |
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. |
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. |
Registered Rep.
October 11, 2013
Mark Miller |
Should Older Clients Pay Off their Mortgages? Are you in denial about your older clients' mortgage debt? Pre-retired households are carrying larger mortgages in the wake of the housing bubble and bust, and many are carrying that debt into retirement. |
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. |
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. |
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. |
Financial Advisor
September 2005
Tracey Longo |
When Seniors Sell Their Homes Seniors, who often owe little or nothing on their homes, are reaping the rewards of the hot real estate market |
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. |
U.S. Banker
March 2008
Anthony Malakian |
Reverse Mortgages Move Into the Mainstream Whether as a last resort to keep one's house or to finance a Mediterranean trip reverse mortgages are increasingly enticing seniors in want of additional income. |
BusinessWeek
July 30, 2007
Christopher Farrell |
When Your Parents Move In Many members of the "sandwich generation," who now find themselves responsible for the welfare of both their parents and children. One good option may be for your elderly parents to come to live in the family home, but it takes careful planning. |
Financial Planning
November 1, 2005
Donald Jay Korn |
Coming Home Over one million older people now live in assisted-living communities. Here's how financial planners can help them weigh the options and make the transition. |
The Motley Fool
June 23, 2011
Selena Maranjian |
Banks Say No Thanks to Reverse Mortgages Should you do likewise? |
Registered Rep.
June 1, 2012
Mark Miller |
Five Ways to Change Your Clients' Retirement Math These basic moves can make a big difference. |
American Journal of Nursing
October 2006
Marjorie Cook McCullagh |
Home Modification Nurses can be involved by assessing patients' living quarters and recommending specific modifications. |
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. |
Financial Planning
October 1, 2010
Paul Menchaca |
What's Next for Real Estate Nothing else in this country has come to embody the American dream quite like home ownership. Not affluence, which few attain. |
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. |
BusinessWeek
April 11, 2005
Kathleen Madigan |
After The Housing Boom What the real estate slowdown means for the economy. |
Financial Advisor
January 2008
Gail Liberman |
A New Focus On Reverse Mortgages Many of the 78 million baby boomers are marching toward retirement with inadequate savings. Some see reverse mortgages as the one thing that might bail them out. |
Financial Planning
April 1, 2008
Schroeder et al. |
Long-Term Care Redefined As clients live longer, they increasingly need forms of assistance that aren't adequately covered by long-term-care insurance, and the cost of such assistance could easily torpedo the best-laid retirement and estate plans. |
The Motley Fool
January 10, 2007
Selena Maranjian |
Housing in 2007: Will a Bubble Burst? Now that a new year is upon us, it's a good time to think of the state of housing in America today. Here's the good news for investors -- and the bad. |
Financial Planning
November 1, 2010
Donald Jay Korn |
Real Estate Revisited Have real estate prices finally hit bottom? As far as home prices go, the data says they have. |
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. |
The Motley Fool
January 19, 2012
Dan Caplinger |
Why Falling Home Ownership Is a Good Thing Don't assume that all the news on housing is bad. |
This Old House
Carl Vogel |
Remodeling Returns Renovations that pay you back |
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? |
Registered Rep.
January 1, 2006
Gresham & Gresham |
Riding the Retirement Wave Baby boomers are intent on getting the most out of life and their money for many years to come. But what does this demographic really need and what does that mean for your financial advisory practice? |
This Old House
July 8, 2015
Lauren R. |
Why Move? Add Square Footage Instead A recent survey reveals that homeowners are remodeling their homes by adding space rather than moving into bigger houses. |
The Motley Fool
August 15, 2007
Dan Caplinger |
What to Do When Your House Won't Sell Times may be tough for people trying to sell their homes, but that doesn't mean you're doomed to failure. There are things you can do to best handle the struggling real estate market. |
Commercial Investment Real Estate
Mar/Apr 2014
Richard Close |
Manufactured Homes Interest increases in this niche. |
Financial Advisor
July 2008
David J. Drucker |
Retirement On Hold With a shaky market, retirement plans must be rethought, modified and, hopefully, salvaged. |
Financial Advisor
November 2011
Gail Liberman |
Hope For Retirees? Reverse mortgages are still being criticized for their complexity and high fees, but demand is rising and some advisors see advantages. |
Real Estate Portfolio
Jan/Feb 2001
Deidre Darsa |
Catch The Edge Investors are often confused by the different phases of senior living services that different facilities provide. The following is an attempt to break down each phase from active seniors to those folks who require constant care... |
Registered Rep.
November 1, 2005
Todd K. Ballenger |
Trading Down to a Better Retirement Without preying on your clients' fears, you can use the concern over the real estate bubble to do something that financial advisors should have been doing all along: talk about real estate as part of the comprehensive investment plan. |
U.S. Banker
February 2006 |
Gimme Shelter The U.S. residential real-estate boom masks an ugly truth: Affordable housing is increasingly hard to find. Enter manufactured housing, an $8 billion industry that promises to grow by 10% a year. |
BusinessWeek
July 12, 2004
Howard Gleckman |
When A Parent Needs Help How to pull together an elder care plan that makes sense for you, your siblings -- and your parents. |
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. |
Commercial Investment Real Estate
Mar/Apr 2008
Larry Harwood |
Manufactured Success Today's land-lease communities provide an alternative niche for investment dollars. |
The Motley Fool
July 5, 2008
Julie Clarenbach |
Is Your House Dooming Your Retirement? Your house may be your castle, but it's not likely to take care of your retirement for you. |
Entrepreneur
June 2003
Nichole L. Torres |
Nab Your Niche A specialty is essential to your small business's success in the booming home-improvement market. |
Financial Planning
June 1, 2010
Gregory Salsbury |
A New Conversation The market meltdown forced people to start thinking more seriously about retirement. But they're still held back by misconceptions. |
AskMen.com
Terence Channon |
Buying vs. Building It's time you owned a home and made that American dream your reality. But is it better to buy or build? Consider these pros and cons for either choice. |
Reason
July 2006
Joel Miller |
The Politics of Sky-High House Prices How American government jacks up the price of owning your home. |
U.S. Banker
October 2009
Sherry Cooper |
Remaking the Retirement Plan, Post-Crisis Spooked by sharp declines in their net worth, boomers are postponing retirement and investing more conservatively. They are also counting on their banks to simplify their financial lives. |
Real Estate Portfolio
May/Jun 2002
Merrie S. Frankel |
Manufactured Housing Sector Looks to Build on Improved Fundamentals Although it remains a small sub-sector of the commercial real estate industry, the manufactured housing market offers investors some interesting opportunities despite facing serious challenges... |
Financial Planning
September 1, 2005 |
Mutual Fund Monitor The real costs of a housing bubble. |
