Case Study: Understanding a Reverse Mortgage

Henssler Money Talks
23/01/2024 11 min Temporada 38 Episodio 3
Case Study: Understanding a Reverse Mortgage

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Episode Synopsis

Managing Associate K.C. Smith, CFP®, CEPA, and Associate Adam Stadalius, CFP®, and Chief Investment Officer Troy Harmon, CFA, CVA, provide insight for a widow whose late husband took out a reverse mortgage on their home nearly 15 years ago. They discuss what a reverse mortgage is and what it means for her assets and estate going forward. Read the Article: https://www.henssler.com/reverse-mortgages-making-informed-decisions-on-home-equity 

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