Retirement InSight and Trends is the quarterly newsletterr from the Retirement Resource Center that helps committed professionals with the practical application of new concepts in the field of retirement readiness, counseling, planning and income management.
This issue is no longer eligible for CE credit. Click here to see other free issues that you may read. Recent issues are eligible for CRC®CE credit only when you pass the online exam.
The articles below comprise this retirement-specific newsletterr. Click on the links above to read each article online separately, or click here to view and print the issue in its entirety.
- “Snowbirding – Living in More Than One Location in Retirement” by Steve Parrish, JD®, RICP®, CLU, ChFC®, AEP®, Co-Director Retirement Income Center and Adjunct Professor of Advanced Planning at The American College. This topic is very personal to me because I have been living it. Many of the clients that you, as a financial advisor, serve are the kinds that would have dual residences, as your clients are probably more affluent.
- “Investing for Prosperity and Posterity: Building an ESG Retirement” by Russell Wild, MBA, Principal of Global Portfolios. In this article, we will look at the true nature of ESG investing and how it is commonly misunderstood.
- “The ‘Shadow Caregiving System'” by Carroll Golden, CLU, ChFC, CLTC, CASL, LECP, FLMI, LACP, the Executive Director, Limited and Extended Care Planning Center (LECP Center) for the National Association of Insurance and Financial Advisor, C. Golden Consulting, LLC. Suppose your clients are part of this physical, psychological, and financially costly Shadow Caregiving System. In that case, I hope to give you some insight into what is happening on the federal and state level.
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