Evaluating Mortgages as a Source of Leverage: Theory & Practice
With historically low interest rates, we are in an environment that begs us to ask the question Should clients use leverage and leave portfolio dollars invested? Leveraging assets can lead to a potential economic benefit; however, there is also psychological risk, particularly for those carrying debt into retirement. We will explore the use of mortgages during retirement and client satisfaction from both an academic and practical perspective through four theoretically based research articles.
Learning Objectives:
- Identify both financial and non-financial considerations when counseling a client about mortgage debt in retirement
- Recognize how financial and non-financial considerations may effect a clients emotional and financial well-being
- Discover how to best bring academic research into practice
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