Case Study: Understanding a Reverse Mortgage

Managing Associate K.C. Smith, CFP®, CEPA, and Associate Adam Stadalius, CFP®, and Chief Investment Officer Troy Harmon, CFA, CVA, provide insight for a widow whose late husband took out a reverse mortgage on their home nearly 15 years ago. They discuss what a reverse mortgage is and what it means for her assets and estate going forward.

Read the Article: https://www.henssler.com/reverse-mortgages-making-informed-decisions-on-home-equity