Shifting Into Reverse Blog
#7 Reverse Mortgage Enables Foray into Impact Investing
IMPACT INVESTING USING HOUSING WEALTH Now that you and your spouse have each survived both your first four years of retirement and COVID-19, you’re more than ever determined to make a difference in the way you conduct your lives, including the way you invest your money. Your portfolio choices in your retirement accounts have been […]
#6 “Annuitizing” Housing Wealth Through a Reverse Mortgage
REDUCING DEPENDENCY ON STOCK MARKETS MOVEMENTS WITH A REVERSE MORTGAGE Now in your fifth year of retirement, you’ve been generally satisfied with the plan you had set up for automatic quarterly withdrawals out of both your rollover account and your non qualified investment account. Those withdrawals notwithstanding, both accounts have increased substantially in value. While […]