I am privileged to be associated with several nationally renowned experts in retirement planning. Among them is Don Graves. His bio is too long to present here. I would lose your attention!
Don is the author of this article that I want to bring to your attention.
Strategies described in the article are worth seeing for financial planners, realtors, attorneys, CPA’s, loan officers and other professionals who serve baby boomer or older clients.
I am always available to discuss these and any strategies that use housing wealth. Call or email me for a one-on-one or a Lunch and Learn for your office!