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Retirement Forum: Incorporating housing wealth into retirement plans this

WATD-FMThis Sunday, listen to our panel of experts discuss new approaches to retirement planning.  Tune in to My Generation, broadcast on 95.9 WATD-FM, at 7 pm, as local professionals George Downey, CEO and founder of Harbor Mortgage Solutions, Braintree; Attorney John Laine, owner of Laine & Associates, Hingham; and Mark Bossey, founding partner at Boston Premier Wealth, Hanover, are our guests.

The way we approach retirement is changing. Recently, savvy financial planners, attorneys, and other retirement specialists are upgrading retirement plans to include housing wealth in the financial planning process, with great success.

According to the Boston College Center for Retirement Research, home equity is the most underutilized asset in retirement financial planning. Managing housing wealth requires careful consideration of each client’s circumstances, preferences and objectives, including financial, estate/legal, life style, long term care, and legacy considerations.

This panel discussion will help you understand all the options when planning for retirement. Please tune in or stream live at www.959watd.com for this informative forum.

Our guest panelists:

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George Downey

 

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John Laine

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Mark Bossey

 

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