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. |
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. |
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. |
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? |
BusinessWeek July 3, 2008 Chris Farrell |
Choosing Where to Grow Old Remodeling your home is enticing -- and hugely popular. But a smaller home might be preferable, or even a granny flat with your kids. Be wary, though, of reverse mortgages. |
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. |
Commercial Investment Real Estate Nov/Dec 2002 Hoffman & Allen |
Homing in on Manufactured Housing Look to these communities to find investment opportunities. |
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. |
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 |
BusinessWeek April 11, 2005 Kathleen Madigan |
After The Housing Boom What the real estate slowdown means for the economy. |
Commercial Investment Real Estate Mar/Apr 2003 Roxanna Guilford-Blake |
A Maturing Market Seniors housing struggles to find balance before the boom. |
National Real Estate Investor February 1, 2005 Stan Luxenberg |
Is Senior Housing the Next Comeback Kid? Erickson, who is CEO of Baltimore-based Erickson Retirement Communities, has big plans. Currently operating 13 projects, he expects to go on a building spree in the next five years that will raise his total number of developments to 40. |
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. |
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 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. |
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. 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, 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 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. |
Commercial Investment Real Estate Jan/Feb 2014 Myers et al. |
Healthy Seniors Housing Investor demand revitalizes this niche sector. |
The Motley Fool December 6, 2005 David Braze |
Other Long-Term Care Sources If you need help as you age, where will you get it and how much will it cost? Long-term care insurance may help meet this need, but we each must decide for ourselves what option is most appropriate. |
National Real Estate Investor September 1, 2006 Joe Gose |
A Much Rejuvenated Nursing Home Sector A GE Healthcare/Formation Capital deal signals a renewed interest of institutional investors in nursing homes, which, unlike the independent or assisted living sectors of the seniors housing industry, provide more hands-on care to short-term as well as long-term residents. |
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. |
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. |
BusinessWeek June 14, 2004 Peter Coy |
Your Home By The Numbers Some basic tools can help you calculate how good an investment your house is. |
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. 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. |
Commercial Investment Real Estate Mar/Apr 2008 Larry Harwood |
Manufactured Success Today's land-lease communities provide an alternative niche for investment dollars. |
National Real Estate Investor April 1, 2006 Anthony Downs |
Hard Truth of a Softer U.S. Housing Market Rising home prices and falling stock prices have greatly changed the composition of household assets since 2000. This shift has significant implications for commercial property markets as well as housing. |
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. |
BusinessWeek July 19, 2004 Coy & Miller |
Is A Housing Bubble About To Burst? As rising rates in the U.S. send mortgage payments higher, demand may cool. |
Financial Planning June 1, 2006 Donald Jay Korn |
Real(i)ty Check As the scorching housing market cools in some areas, owners of multiple homes may feel the chill. |
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 Advisor July 2008 David J. Drucker |
Retirement On Hold With a shaky market, retirement plans must be rethought, modified and, hopefully, salvaged. |
Knowledge@Wharton |
It's Boom Time in the Housing Market, But for How Long? Following several years of rapid home price appreciation, real estate experts say current housing prices in the U.S. are based on solid foundations and are not purely a speculative bubble. However, they also say that certain regional markets are vulnerable to a downturn. |
Reason July 2006 Joel Miller |
The Politics of Sky-High House Prices How American government jacks up the price of owning your home. |
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. |
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 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. |
Financial Planning April 1, 2007 Donald Jay Korn |
Healthcare Housing The REIT Rx: Investing in healthcare-related real estate could be a prescription for profitability. |
Financial Advisor October 2007 Tracey Longo |
Capitalizing on Boomers' Next Big Move For financial advisors, turning a blind eye to retiring clients' penchant for their next new home is an opportunity lost. |
BusinessWeek August 15, 2005 Peter Coy |
Steering Clear Of Bubble Trouble In a relentlessly inscrutable housing market, there are ways to minimize risk. |
National Real Estate Investor February 1, 2007 Beth Karlin |
A New Senior Class Takes Up Residence at Colleges A growing number of aging Americans are choosing to spend their senior years developing their minds and bodies at university-affiliated retirement communities. |
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. |
Registered Rep. February 14, 2013 Jennifer Popovec |
Housing Hurdles With homebuilders richly valued, is there room to grow? |
Commercial Investment Real Estate Mar/Apr 2006 John Cobb |
Seniors Housing Blossoms The outlook is rosy for this perennial investment: long-term care facilities and seniors housing. |
Financial Planning February 1, 2007 Bob Veres |
Retirement: The New Frontier The world your retiring financial advisory clients are about to enter is changing. Navigating it will throw a host of challenges in their paths -- and therefore, yours. |
Registered Rep. June 1, 2012 Mark Miller |
Five Ways to Change Your Clients' Retirement Math These basic moves can make a big difference. |