Advisor Research and Resources


Wade Pfau “Buffer Asset” Webinar Slides

Asset Division in Silver Divorce 2017_Q4_DFA_Journal

Case Study: Jim & John – A Tale of Two HECMs

Financial Advisor’s Guide to Reverse Mortgages

Reversing the Conventional Wisdom

Recovering a Lost Deduction

H4P Home Buyer’s Guide

The Hidden Value of Reverse Mortgage Standby Line of Credit, Dr Wade Pfau

About Mary Jo

Using Your House for Income in Retirement, Center for Retirement Research, Boston College

Frequently Asked Questions

Loan Options Fact Sheet

Borrower Worksheet

My Yelp Page

My Facebook Page

My LinkedIn Page


Combining 121 and 1031 to Defer Cap Gain Tax on Primary Residence