2017 1st Qtr issue – InFRE’s free newsletter
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The quarterly newsletter from the International Foundation for Retirement Education’s to help retirement professionals keep abreast of what’s happening in the field of retirement readiness, counseling, planning and income management.
In this retirement-specific newsletter, planners will learn:
- “Three Steps to Helping Clients Manage Health Care Costs in Retirement” by David Armes, CFP®, Principal of Dover Healthcare Planning, LLC. Learn the importance of matching health insurance coverage to needs and other ways to save on premiums;
- “How to Use Reverse Mortgages to Secure Your Retirement” by Wade Pfau, PhD, CFA, author of Insights & Research for Lifetime Financial Planning for the Retirement Researcher. Learn various strategies for responsibly using home equity to increase the longevity of managed assets;
- “Change in Household Spending After Retirement: Results from a Longitudinal Sample” by Sudipto Banerjee, Ph.D. Employee Benefit Research Institute (EBRI). Learn how spending declines for retirement households as they age, which goes against the standard economic assumption that spending does not drop.
The articles below comprise the 2017 1st Qtr Issue of Retirement Insight and Trends. Click on the links below to read each article online separately, or click here to view and print the issue in its entirety.
Welcome to InFRE’s April, 2017 Issue of Retirement Insight and Trends
on APRIL 11, 2017
Retirement InSight and Trends is the quarterly newsletter for the International Foundation for Retirement Education’s Certified Retirement Counselors® (CRC®s) to help retirement professionals with the practical application of new retirement readiness, counseling, planning and income management concepts for the mid-market. Find out more about the CRC® and […] Continue Reading →
April, 2017 InFRE Update: Update of the Practice Analysis of the Work of Certified Retirement Counselors (CRC®)
on APRIL 11, 2017
Learn more about the CRC® and recent updates from InFRE’s Managing Director, Kevin S. Seibert, CFP®, CEBS, CRC® […] Continue Reading →
Three Steps to Helping Clients Manage Health Care Costs in Retirement
on APRIL 11, 2017
By David Armes, CFP®, Principal of Dover Healthcare Planning, LLC
Learn more about relatively easy ways for future retirees to manage their retirement health care spending including an understanding of health care’s late-retirement spending patterns, benchmarks determining how comprehensive coverage should be, and where to find answers to questions about coverage. […] Continue Reading →
How to Use Reverse Mortgages to Secure Your Retirement
on APRIL 11, 2017
By Wade Pfau, PhD, CFA, author of Insights & Research for Lifetime Financial Planning for the Retirement Researcher
The reverse mortgage option should be viewed as a method for responsible retirees to create liquidity for an otherwise illiquid asset, which in turn can create new options that potentially support a more efficient retirement income strategy (more spending and/or a greater legacy). […] Continue Reading →
Change in Household Spending After Retirement: Results from a Longitudinal Sample
on APRIL 11, 2017
By Sudipto Banerjee, Ph.D., Employee Benefit Research Institute (EBRI)
Find out how household spending changes in the immediate years following retirement by household income and marital status. […] Continue Reading →
Earn 1 free Continuing Education (CE) credit for the April, 2017 Issue of InFRE’s Retirement InSight and Trends
on APRIL 11, 2017
This issue of the April, 2017 issue of Retirement InSight and Trends is no longer eligible for CE credit.