Helping clients with housing choices in retirement

05/5/2013 | Financial Planning

Many baby boomers are headed toward retirement without enough money for the living facilities they might need as they age. Financial planners should encourage clients with equity to consider selling their homes and downsizing now, while market conditions are favorable. Other options include renovating a home to make it more accessible to older residents and seeking a reverse mortgage as a way to pay for long-term care.

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