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Your Biggest Asset Bucket when Planning for Retirement

Consider all of your available asset buckets, when planning for retirement or in retirement, those buckets include:

Your Income bucket – Employment, Social Security, & Pension.

Your Investment bucket – IRA’s, 401(k)’s, and Brokerage Accounts.

Your Insurance bucket – Fixed & Variable Annuities, Whole & Term Policies

Your House Bucket. Your BIGGEST asset is Your House!

87% of Retirees own a home. The EQUITY in Your house is the answer. It is Your greatest asset! It is your largest concentration of wealth. Even larger than your 401(k).

But how do You benefit from it? A Reverse Mortgage.

Instead of your wealth being trapped in the 4 walls of your house, it can be freed up in a Mortgage Equity line of credit. Accessed when you need it. As your Home increases in value, Your line of credit grows with it. Thus, protecting you from inflation!

Retirement will last longer, be more expensive, and be less predictable. Therefore, You must plan for it. For if you fail to Plan, You are Planning to fail. A newly restructured Reverse Mortgage, maybe a little different than your grandmothers, but it’s worth a look.

See these links below for additional valuable information, from my friend Don Graves. Don is the Nation’s leading expert on Reverse Mortgages. His best selling Book, “The Retiree’s Guide to Housing Wealth,” is a free book, when you meet with us about annuities or life insurance.

 

Or watch this video featuring Don Graves and David KcKnight discussing reverse mortgages.

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