No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
It is easy for clients dreaming of retirement to underrate the changes they will face, both financially and emotionally. With careful advance planning, you can help ease them into the big day. Use this simple checklist to build a knowledge base and create a retirement income plan so they will be ready for the next life stage.
For retirees who need cash or think they might, a reverse mortgage offers an easy way to equitize one of their biggest assets and extend the life of their retirement portfolio. Here's how they work and how to advise your clients.
Undersaved American retirees might think of heading to warmer climes, where expats with less than $2,000 a month can live in comfort and style in beachfront properties—all while speaking English and receiving affordable medical care.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024, Chicago, IL
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024