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Are your clients heading into retirement house-rich but cash-poor? Tackling an unexpected financial shortfall in their golden years? They may want to consider supplementing their income stream using a reverse mortgage.
Unless you're the person these products were designed for, it's better to stay away.
To invest in the market or pay off that mortgage—it's a question that presents a clear conflict of interest for advisors. The best approach: Help clients make their own decisions by mapping out the issues at stake.
Market volatility isn't the only factor likely to affect clients' financial security during their golden years. Help them evaluate the risks up front—so that they can minimize the impact once they've retired.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025