Using Housing Wealth to Improve Financial Outcomes in Retirement
Thank you for attending our NAPFA Spring 2017 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.
Also, you will find a list of upcoming webinars for those interested in learning more about the HECM program and it’s many surprising and beneficial uses.
To schedule a webinar or class for your group, call the office of Mary Jo Lafaye 415-259-4979.
We welcome an ongoing conversation to keep you current on HECM uses and program guideline evolutions.
Happy Retirement Planning!
Barry and Mary Jo
Mary Jo Lafaye
Barry H. Sacks
Reversing the Conventional Wisdom “JFP”
Hidden Value of Reverse Mortgage Standby Line of Credit, Wade Pfau
‘Silver’ Divorce Puts Strain On Retirement Income
Patricia Esswein – Kiplinger: HECM for Purchase
Using Your House for Income in Retirement, Center for Retirement Research, Boston College
John vs. Jim: A Tale of Two HECMs
The Taxation Of Reverse Mortgage Loan Proceeds And Interest Payments – kitces.com
Upcoming Webinars
