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 InFRE here.
This issue is no longer eligible for CE credit. Click here to see other free issues that you may read.
The articles below comprise this retirement-specific newsletter. Click on the links below to read each article online separately, or click here to view and print the issue in its entirety.
- “Elder Law Basics Part 2: Part 2” by Amber B. Woodland, Esq., Partner at Procino Wells & Woodland, LLC. Learn the goals of asset protection and long-term care planning; review a case study of a married couple; discover top 10 estate planning mistakes; explore ethical considerations.
- “Maximize Your Clients’ Social Security” by Matthew Allen, Co-Founder and CEO, Social Security Advisors. Learn about Social Security claiming strategies for couple, divorced spouses, survivors (widows/widowers), singles, self-employed individuals, and costly myths and misunderstandings; the earnings test, and tips for filing.
- “The Holy Grail of Retirement: How to Increase Income and Growth While Improving Liquidity“ by Curtis V. Cloke, CLTC, LUTCF, RICP®, CEO and Founder of Thrive Income Distribution System, LLC. Learn about the importance of liquidity in retirement; how to take key risks off the table; how to use a “divide and conquer®” approach for generating retirement income; how income guarantees require insurance; types of income annuities; a retirement income dashboard and case study.