Archive for Retirement Income Management

Elder Law Basics Part 2

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 […]

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Posted in: Legacy Planning, Medical and Long-term Care Planning, PLAN for Retirement Readiness, PROTECT the Plan from Retirement Risks, Retirement Income Management

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The Holy Grail of Retirement: How to increase income and growth while improving liquidity

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 […]

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Posted in: PROVIDE Retirement Income, Retirement Income Management, Retirement Investing and Investments

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Elder Law Basics

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, […]

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Posted in: Legacy Planning, Medical and Long-term Care Planning, PLAN for Retirement Readiness, PROTECT the Plan from Retirement Risks, Retirement Income Management

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Where Senior Living and Retirement Planning Intersect, Opportunities Emerge

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 […]

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Posted in: Medical and Long-term Care Planning, PROTECT the Plan from Retirement Risks, Retirement Income Management

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Three Steps to Helping Clients Manage Health Care Costs in Retirement

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 […]

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Posted in: Medical and Long-term Care Planning, PROTECT the Plan from Retirement Risks, Retirement Income Management

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401(K) PLANS: DOL Could Take Steps to Improve Retirement Income Options for Plan Participants

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 […]

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Posted in: PROVIDE Retirement Income, Retirement Distributions/Withdrawals, Retirement Income Management

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Retirement Income Sustainability: Measuring the Tail Risk of Product Portfolios

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 […]

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Posted in: PROVIDE Retirement Income, Retirement Income Management, Retirement Income Planning and Spending

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Is Retirement Past its Prime? The Economic & Behavioral Realities of Retirement

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, […]

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Posted in: PROVIDE Retirement Income, Retirement Counseling/Coaching, Retirement Income Management, Retirement Income Planning and Spending

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