Archive for Past Issues

2019 4th Qtr Issue – Retirement Age Uncertainty, Long-Term Care, Annuities

2019 4th Quarter Issue – InFRE’s free retirement newsletter 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 about: “The Impact of Retirement Age Uncertainty on Retirement […]

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2019 3rd Qtr Issue – Medicare Advantage vs Medigap, Social Security Reform, HECM

2019 3rd Quarter Issue – InFRE’s free retirement newsletter 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 about: “Medicare Advantage vs. Medigap: Which plan is right […]

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2019 2nd Qtr Issue – Behavioral finance, Safe home care, Annuities

2019 2nd Quarter Issue – InFRE’s free retirement newsletter 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 about: “Behavioral Finance: Why Do We Do the Things […]

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2019 1st Qtr Issue – Retirement puzzle, Hacking longevity, Three popular retirement income philosophies

2019 1st Quarter Issue – InFRE’s free retirement newsletter 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 about: “The Couple’s Retirement Puzzle: Helping Couples Navigate Their […]

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2018 4th Qtr Issue – Retirement planning, Advanced care planning, Withdrawal sequence strategies

2018 4th Quarter Issue – InFRE’s free retirement newsletter 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 about: “Retirement Planning Beyond the Dollars and Cents” by […]

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2018 3rd Qtr Issue – Protect from financial abuse, Social Security opportunities

2018 3rd Quarter Issue – InFRE’s free retirement newsletter 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 about: “Protecting Your Clients From Financial Abuse” by Bob […]

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2018 2nd Qtr Issue – Gray Divorce, Investment Based Retirement Income Strategies, Medicare 101

2018 2nd Quarter Issue – InFRE’s free retirement newsletter 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 about: “The Platinum Retirement Challenge: Gray Divorce” by Lili […]

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2018 1st Qtr Issue – Pensionize IRAs & 401(k)s, Home Equity “Rule of 30”, Protecting Security from Medical Crisis

2018 1st Quarter Issue – InFRE’s free retirement newsletter 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 about: “Integrating Home Equity and Retirement Savings Through the […]

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2017 4th Qtr Issue – IRA Beneficiary Designations, DOL Fiduciary Rule, Essential IRA Tips

2017 4th Quarter Issue – InFRE’s free retirement newsletter 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 about: “IRA Beneficiary Designations and Surviving Spouse Strategies” by […]

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2017 3rd Qtr Issue – Elder Law Basics II, Improving Liquidity, Maximizing Social Security

2017 3rd Quarter Issue – InFRE’s free retirement newsletter 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 about: “Elder Law Basics Part 2: Part 2” by […]

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2017 2nd Qtr Issue – Elder Law Basics, HSAs, Senior Living/Retirement Planning Opportunities

2017 2nd Qtr issue – InFRE’s free newsletter 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: “Elder Law Basics” by Amber B. Woodland, Esq., Partner at […]

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2017 1st Qtr Issue – Health Care Costs in Retirement, Reverse Mortgages, Household Spending Longitudinal Study

2017 1st Qtr issue – InFRE’s free newsletter 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 […]

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2015 1st Qtr Issue – Trends in Aging, Color Parachute, Rules of Thumb, Managing Retirement Income

2015 1st Qtr issue – InFRE’s free newsletter 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: How to help clients better prepare emotionally and psychologically for […]

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2015 2nd Qtr Issue – True Cost of Retirement, Housing Wealth Strategies, Retirement Happiness, DB Economic Efficiencies

2015 2nd Qtr issue – InFRE’s free newsletter 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: How to calculate the true cost of retirement, The ins […]

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2015 3rd Qtr Issue – Healthcare Impact, Financial Elder Fraud, QLACs, Tax-Free Roth Conversions

2015 3rd Qtr issue – InFRE’s free newsletter 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: How we can help clients plan to tremendously reduce their […]

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2015 4th Qtr Issue – J. David Davenport, Long-Term Car, Pensionizing Nest Egg, Serving Boomers, State Savings Programs

2015 4th Qtr issue – InFRE’s free newsletter 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: “The Silver Tsunami and Long-Term Care” by Nyal Bischoff. What […]

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2016 1st Qtr Issue – No Portfolio Is an Island, Tax Efficient Drawdowns, Retiree Housing

2016 1st Qtr issue – InFRE’s free newsletter The quarterly newsletter from the International Foundation for Retirement Education helps committed professionals with the practical application of new concepts in the field of retirement readiness, counseling, planning and income management. In this retirement-specific newsletter, planners will learn: “No Portfolio is an Island” by David Blanchett, CFA, […]

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2016 2nd Qtr Issue – Middle income risk & asset management, Aging brain, Retirement income sustainability

2016 2nd Qtr issue – InFRE’s free newsletter 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: “How Middle Income Retirees Plan For and Manage Their Risks, […]

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2016 3rd Qtr Issue – Housing Wealth, Grey Divorce, Retirement Security

2016 3rd Qtr issue – InFRE’s free newsletter 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: “Housing Wealth: A Retirement Asset for the Middle Market” by […]

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2016 4th Qtr Issue – Women & Retirement, Optimal Income Solutions in DC Plans, 401(k) Plans DOL Steps

2016 4th Qtr issue – InFRE’s free newsletter 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: “Women and Retirement”: Learn how women are more at risk […]

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Welcome to InFRE’s October, 2012 Issue of Retirement Insight and Trends

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 […]

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Welcome to InFRE’s April, 2012 Issue of Retirement Insight and Trends

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 […]

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Welcome to InFRE’s January, 2012 Issue of Retirement InSight and Trends

the quarterly newsletter for the International Foundation for Retirement Education’s Certified Retirement Counselors® (CRC®s) to keep abreast of what’s happening in the field of retirement readiness, counseling, planning and income management. Find out more about the CRC® and InFRE here. Each quarter’s newsletter consists of 5-7 articles. This issue is no longer eligible for CE credit. Looking for additional CE […]

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Welcome to InFRE’s November, 2011 Issue of Retirement InSight and Trends

the quarterly newsletter for the International Foundation for Retirement Education’s Certified Retirement Counselors® (CRC®s) to keep abreast of what’s happening in the field of retirement readiness, counseling, planning and income management. Find out more about the CRC® and InFRE here. Each quarter’s newsletter consists of 5-7 articles. This issue is no longer eligible for CE credit. Looking for additional CE […]

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