Topic:

Financial Literacy & Fundamentals

Financial Literacy & Fundamentals Financial Planning Reading List

Mind your investment risk tolerance
- John R. Salter
Understand the importance of risk tolerance in investing, how it affects your decisions, and how to avoid selling during market drops. Learn to balance risk and reward for long-term financial success.
Financial Literacy & Fundamentals Financial Planning Reading List Retirement Planning

HECM Reverse Mortgages: Now or Last Resort?
- John R. Salter
Explore the Standby Reverse Mortgage Strategy (SRM), combining the HECM Saver reverse mortgage with a two-bucket investment strategy to enhance retirement portfolio survival rates and improve the likelihood of meeting financial goals.