Archive for Retirement Income Management
By Amber B. Woodland, Esq., Partner at ProcinoWells & Woodland, LLC. The first half of this article was published in our July 2017 issue, and covered the basic definition of elder law, what is Medicaid, payment options for long-term care costs, how to qualify for Medicaid, the Medicaid asset or resource test, Medicaid transfer penalty […]
Read more →By Curtis V. Cloke, CLTC, LUTCF, RICP®, Founder of Thrive Income Distribution System, LLC There is a bridge in Honduras where no roads lead to it, and there’s no river running under it. A cyclone came through that was so severe that it took out all the roads that led to the bridge. It also […]
Read more →By Amber B. Woodland, Esq., Partner at ProcinoWells & Woodland, LLC. This is a topic that I am extremely passionate about. I love what I do; I love serving my community and seniors in my community and helping their families every single day. Most of us know of someone or have a loved one, friend, […]
Read more →By Brad Breeding, CFP®, President and Co-Founder of MyLifeSite I was in the financial planning business for 14 years. I still maintain my CFP® designation because I don’t want to ever take that test again, but I’m no longer actively practicing. Rather, I am focusing on the business that I’m running today, MyLifeSite.net. The idea […]
Read more →By David Armes, CFP®, Principal of Dover Healthcare Planning, LLC How are healthcare costs different? They increase at faster rates than other kinds of retirement spending. Over the last 20 years, healthcare inflation has risen at an average annual rate of about 2 percent more than other types of consumer inflation. Over time, for retirees […]
Read more →The following is an excerpt from the August 2016, GAO Report to Congressional Requesters, “401(K) PLANS: DOL Could Take Steps to Improve Retirement Income Options for Plan Participants”. Why GAO Did This Study As 401(k) plan participants reach retirement they face the challenge of making their savings last for an unknown lifespan, and many 401(k) plan sponsors do […]
Read more →By Andrew Samalin, CFP, EA, CDFA, Expert in Divorce and Retirement Editor’s Note: Below is an adaptation of the live webinar delivered by Andrew Samalin in 2016. His comments have been edited for clarity and length. You can read the summary article below as part of the 3rd Qtr 2016 Retirement InSight and Trends Newsletter. […]
Read more →Tags: Andrew Samalin, divorce
Posted in: Retirement Income Management, Women and Retirement
Leave a Comment (0) →By Faisal Habib, PE, MBA, FRM, President of QWeMA (pronounced KWEE-MA), a division of CANNEX Financial Exchanges Limited Editor’s note: For 25 years, the 4% withdrawal rule has reigned supreme in the financial planning community as the single solution for the highest probability of creating sustainable income from a retirement portfolio. I must confess that […]
Read more →By Michael Falk, CFA, CRC®, Focus Financial Consulting Editor’s note: Below is an adaptation of the live webinar delivered by Michael Falk in 2014. Michael’s comments have been edited for clarity and length. You can view a short YouTube clip of the original presentation here. You may also choose to take the full length course, […]
Read more →Retirement-specific training and education programs by leading experts to help advisors and consumers make informed retirement decisions.
This quarterly newsletter is also made available to all retirement professionals seeking the practical application of new retirement readiness, counseling, planning, and income management concepts that build the retirement security of middle-mass and mass-affluent consumers.