Retirement InSight and Trends
Retirement readiness and income planning insights for retirement advisors.
Sara Zeff Geber, PhD Editor’s note: This article is an adaptation of the live webinar delivered by Sara Zeff Geber, PhD, in 2022. Her comments have been edited for clarity and length. You can read the summary article here as part of the July 2022 Retirement InSight and Trends Newsletter, worth 1.0 CE when read …
Dorian Mintzer, M.S.W., Ph.D., BCC, CSA Editor’s note: This article is an adaptation of the live webinar delivered by Dorian Mintzer in 2019. Her comments have been edited for clarity and length. You can read the summary article here as part of the March 2019 Retirement InSight and Trends Newsletter, worth 1.0 CE when read …
Lori Bitter, Business of Aging Editor’s note: This article is an adaptation of the live webinar delivered by Lori Bitter in 2019. Her comments have been edited for clarity and length. You can read the summary article here as part of the March 2019 Retirement InSight and Trends Newsletter, worth 1.0 CE when read in …
Sandra Timmermann, EdD – Gerontologist, Successful Aging in Retirement Expert Editor’s note: This article is an adaptation of the live webinar delivered by Sandra Timmerman in 2026. Her comments have been edited for clarity and length. You can read the summary article here as part of the July 2016 Retirement InSight and Trends Newsletter, worth …
Michael Sullivan – Retirement Communications Expert Editor’s note: This article is an adaptation of the live webinar delivered by Michael Sullivan in 2015. His comments have been edited for clarity and length. You can read the summary article here as part of the December 2015 Retirement InSight and Trends Newsletter, worth 1.0 CE when read …
John E. Nelson – Purposeful Retirement Advocate, Author & Coachs Editor’s note: This article is an adaptation of the live webinar delivered by John Nelson in 2015. His comments have been edited for clarity and length. You can read the summary article here as part of the June 2015 Retirement InSight and Trends Newsletter, worth …
Sandra Timmermann, EdD – Gerontologist, Successful Aging in Retirement Expert Editor’s note: Sandy and I met about ten years ago while serving on a Society of Actuaries’ Post Retirement and Needs Committee project. She directed the MetLife Mature Market Institute for 17 years, and has unique insights into both the gerontology and financial aspects of meeting the …
John E. Nelson – Purposeful Retirement Advocate, Author & Coachs Editor’s note: When I graduated from college with a finance degree – a LONG time ago – I purchased the book “What Color is Your Parachute?” to help me determine which area of finance I wanted to pursue. I loved the practicality of the book …
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