Have you considered how important housing wealth may be when planning for retirement? Research finds that 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. We recently welcomed three South Shore professionals to our radio show, My Generation, who explored this subject from different perspectives but with a wholistic, comprehensive, client-centered approach. Guest panelists on the show, broadcast on 95.9 WATD-FM, featured George Downey, CEO and founder of Harbor Mortgage Solutions, Inc., Braintree; Elder Law Attorney John Laine, owner of Laine & Associates, P.C., Hingham; and Mark Bossey, founding partner at Boston Premier Wealth, LLC, Hanover.
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. This discussion will help you understand available options when planning for retirement and will arm you with useful information.
Click on the link below to enjoy the show: