Using Housing Wealth to Improve Financial Outcomes in Retirement
Thank you for your interest in our class, “Using Housing Wealth to Improve Financial Outcomes in Retirement.”
Below are links to various academic research papers and articles relevant to the material presented during the class.
Case Study: Jim & John – The Tale of Two HECMs
Hidden Value of Reverse Mortgage Standby Line of Credit, Wade Pfau
Patricia Esswein – Kiplinger: HECM for Purchase
Using Your House for Income in Retirement, Center for Retirement Research, Boston College
‘Silver’ Divorce Puts Strain On Retirement Income
Mary Jo Lafaye is an FHA Reverse Mortgage Specialist at Retirement Funding Solutions. Since 2003, Mary Jo has assisted financial and legal professionals, and the retirees they serve, to Incorporate Housing Wealth into their Retirement Income Stream to Increase Probability of Cash-flow Survival Throughout Retirement.
Mary Jo is a well-known educator in her field – she offers Continuing Education (CE) Credits to Certified Financial Planners (CFP’s), Realtors, Fiduciaries, CPA’s, Attorneys and other professional groups. She is a noted speaker, having delivered seminars and webinars to professional groups nationally, ranging from NAPFA, NAIFA, CalCPA, FPA, CSEA, MAR and PFAC and many more. Her talks highlight current academic and scholarly research on Enhancing Portfolio Longevity.
