No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
If any of your clients are planning to make changes to their homes come summer, you can help them save a lot of money and headaches by running them through some steps now.
Typically, a client has three choices on how to manage a mortgage in retirement: pay it off before retiring, buy an annuity to cover payments, or draw on the investment portfolio over time. What's the best way to go? It's a discussion you need to have with every pre-retiree before the big day.
It might seem like a good time to buy, but home ownership can increase clients' living costs and tie up their cash.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
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