Posts Tagged behavioral finance

Off With Your (Rules of) Thumbs!

By Michael Falk, CFA, CRC®, Focus Financial Consulting Editor’s note: Below is an adaptation of the live webinar delivered by Michael Falk in 2015. 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 Income Planning and Spending

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Behavior Insights to Improve Retirement

By Jodi DiCenzo, CFA, CPA, Behavioral Finance Expert Editor’s Note: The new retirement, where public employees will assume an increased role in securing their retirement future, changes the historically passive environment of public sector retirement savings and requires a new focus on helping employees save and invest more effectively in supplemental plans.  This is a […]

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Posted in: PLAN for Retirement Readiness, Retirement Counseling/Coaching

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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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Can Annuity Purchase Intentions Be Influenced?

The findings in this study are applicable to not only purchase of annuities, but all financial products as well. The more effectively we as professional retirement counselors frame the education and guidance we give consumers and employees, the more receptive, desirous and confident consumers and employees will be to take steps to improve their retirement […]

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Posted in: PROVIDE Retirement Income, Retirement Investing and Investments

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