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Category Archives: Advisor entries

Reverse mortgages and America’s debt problems

"We were comfortably well off, and we wanted to release some of the funds we had tied up in our home." – Mrs. Carolann Prast explaining why she and her husband took out a reverse mortgage on their home. – The Wall Street Journal 11/13/2007

I have become somewhat of an expert on reverse mortgages, not by any deep knowledge I have of the products but because so few people understand them at all.  I recently told the Los Angeles Times:

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Welcome!

Michael W. Boone, CFP, CFAWelcome!  As the first independent Wealth Manager in the US with a web site we are pleased to be one of very few with a blog. It is our intent to use this page to communicate with you what is on our minds in a timely manner by adding articles on a weekly basis, so please check back often. I hope you find the site enjoyable and educational.  Thanks for stopping by!

Spending Down Individual Capital

Michael BooneOn a personal planning basis, when we think of saving for retirement we think of a small amount of money that builds and builds to a large amount which is finally withdrawn from in retirement years.  But we seldom talk about the other side of the equation: what economists call human or individual capital. 

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