Robert Klein, CPA is the founder and President of Retirement Income Center in Newport Beach, CA. As a writer and publisher, he brings a holistic approach to retirement planning and presents a five-point matrix to consider with respect to evaluating a reverse mortgage. This comprehensive review illustrates the following factors: Projected Mortgage Balance Projected Savings […]
What Will My Children Think?
What will my children or heirs think about a reverse mortgage? Below are a few questions to consider while you evaluate your interest in a HECM loan. Do they want to inherit the maximum equity from your home OR do they want you to enjoy the most income possible today? Do they want you to […]
