Home Equity in Retirement Planning
Solving for longevity can be exceptionally challenging. Yet in reviewing the comprehensive financial picture, home equity is often overlooked. Don’t leave your client’s largest asset dormant – It could be the missing piece of the puzzle.
Sequence of Returns
Reverse mortgages have shifted away from a product of last resort to a cornerstone of savvy retirees’ wealth strategies. At FAR, we develop coordinated strategies to offset Sequence of Returns risk by leveraging a reverse home equity line of credit to draw from following any years of poor portfolio returns.