Reverse Mortgages help Longevity Planning

In an article published this week, September 3, 2015, by the Journal of Accountancy, reverse mortgages were recommended as a retirement funding option when Associate Editor Courtney L. Vien asked four prominent CPAs about their views on coping with lengthy retirements, rising health care costs and clients with dementia.

To help his clients avoid running out of money during retirement, Jean-Luc Bourdon, CPA/PFS, a Principal at BrightPath Wealth Planning LLC, based in Santa Barbara, CA said, “Selling the home or taking a reverse mortgage to utilize home equity can be one answer.

To see how a reverse mortgage can help in your longevity planning, call Steve today!