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A practical, plain-English guide to using reverse mortgages alongside Social Security, investments, and long-term care planning — by former financial advisor and national industry veteran Robert Alfano.
Reverse Mortgages is a clear-eyed playbook for people in or approaching retirement — and for the advisors and family who help them decide.
How it really works
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Tax & estate ready
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With everything else
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Live the plan
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“I wrote this book so you can see the relationship using a reverse mortgage can have working with your other retirement assets. Your home equity is another financial instrument like any other asset you own, and if you treat it like that, it can offer incredible rewards for you to help improve your retirement and estate planning.
I discuss how you can integrate the loan with your existing retirement portfolio. Not just treating it like a stand-alone option, because collaborating it with all your other assets yields better results.”
Order a copy, book Robert to speak, or ask a question. He’d love to hear from you.