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The Mallard Money Blog

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Bill's Father Discusses His Retirement Community (CCRC)

My father and his wife moved into a CCRC last year and in no way feel they have moved into a nursing home. Instead, they would say it is closer to a cross between a college campus and a country club. He was recently featured in the 2.5 minute video (above) for their community (Garden Spot Village) to show the under-represented side to CCRCs: the youthful, adventurous, and active side experienced by many of the physically active residents.

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Spend Down Your Home with a Reverse Mortgage

Retired homeowners likely have some equity in their homes that is actually a large "asset" that they don't think about, or consider valuable in any way. However, for most clients, their home equity is a large asset that should be evaluated and considered as part of their overall "portfolio". The best way to do this is to think of your home’s equity the same way you would think about an IRA. They are both assets that are available for withdrawals. Spending down your IRA is easy to understand and to execute, but how do you spend down your home?

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