Your clients' stocks are down. Their house is still up. They're retired and plan to stay at home. All right, maybe now it’s time to look at a reverse mortgage. The S&P 500's slide of almost 20% ...
Financial planners are an important referral source for reverse mortgage professionals, and Finance of America (FOA) vice president of retirement strategies Steve Resch has been at the head of the ...
Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Most estate planning discussions assume assets flow in only one ...
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How to do scenario planning the right way
As we all navigate these confusing times, there’s a lot of talk about scenario planning. However, much of what’s said misses the core point of the practice. Let’s explore what scenario planning really ...
BELLEVUE, Wash.--(BUSINESS WIRE)--Vanilla, the leading provider of estate planning technology for advisors, today announced Vanilla Scenarios™ Advanced Planning, the next evolution of its all-in-one ...
Businesses are increasingly using strategic foresight methodologies like scenario planning to anticipate and address the escalating organizational uncertainties driven by climate change, global ...
AuditBoard, provider of an AI-powered global platform for connected risk, has launched Scenario Planning, a new solution designed to empower executive leaders and risk teams across the financial ...
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