The New Academy of Home Equity in Financial Planning

July 17, 2019

When it comes to retirement planning, discussions about downsizing, refinancing, making renovations to the home to support aging, reverse mortgage loans are ignored in most financial plans. This void is shocking since home equity is typically the largest asset that most Americans have as they near and enter retirement. This is according to a group of researchers, thought leaders, planners and industry experts, formerly of the Funding Longevity Task Force, who have just joined Dr. Craig Lemoine at the University of Illinois Financial Planning Program. Keep reading…


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