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New financial products have a financially stressed generation in their sights.
Reverse mortgages have been available for several years as a way for seniors to tap the equity in their homes to provide cash flow in retirement. Now there is a new reverse mortgage program, the Home Equity Conversion Mortgage for Purchase program, that allows seniors to buy a home directly with a reverse mortgage.
New rules for 2009 mean reverse mortgages are likely to grow in popularity.
If homeowning clients are looking for tax-free cash in their retirement years, see whether a reverse mortgage suits their needs.
Horsesmouth Essential: Along with college and retirement, caregiving can take a big toll on a client’s finances. Help your clients shoulder the burden by offering these planning and elder-care resources. Not only will you provide welcome help to your clients, but you’ll cement your position within the family as a caring and compassionate advisor.
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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