CFP Archives - Retirement InSight and Trends

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Welcome to the October, 2023 Issue of Retirement Insight and Trends

Retirement InSight and Trends is the quarterly newsletter from the Retirement Resource Center that helps committed professionals with the practical application of new concepts in the field of retirement readiness, counseling, planning and income management. This issue is worth one free CRC®, CFP®, ASPPA, and the American College’s Professional Recertification Program (CLU®, ChFC®, CASL) CE […]

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Welcome to the July, 2023 Issue of Retirement Insight and Trends

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Welcome to the April, 2023 Issue of Retirement Insight and Trends

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Welcome to InFRE’s January, 2023 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 worth one free […]

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Welcome to InFRE’s October, 2022 Issue of Retirement Insight and Trends

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Welcome to InFRE’s July, 2022 Issue of Retirement Insight and Trends

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Welcome to InFRE’s April, 2022 Issue of Retirement Insight and Trends

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Welcome to InFRE’s January 2022 Issue of Retirement Insight and Trends

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Social Security GPO: FOMO, IDK, or LOL??

By Michael Wilson, CFP®, RC®, RICP®, Integrity Financial Planning If you do not know the acronyms, i.e., if you do not have a teenager running around, FOMO stands for fear of missing out. When people who have worked for an agency where they did not pay into Social Security, maybe they’ve heard of this GPO (government […]

Tags: CFP, CRC, Michael Wilson, RICP®

Posted in: PROVIDE Retirement Income

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Are Health Savings Accounts better than a 50% employer-match on a 401(k)?

By Greg Geisler, PhD, CPA, Clinical Professor of Accounting at Indiana University-Bloomington The tax-efficient order to invest and pay down debts, is in other words, how to maximize the tax-efficient accumulation of wealth while you are working. There are many articles on tax-efficient decumulation once you retire, but there is a very clear tax-efficient order […]

Tags: CFP, CRC, Greg Geisler, RICP®

Posted in: PROTECT the Plan from Retirement Risks

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Welcome to InFRE’s October 2021 Issue of Retirement Insight and Trends

Tags: American College, ASPPA, CFP, CRC, InFRE

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Grief Literacy for Financial Advisors: Engaging the Bereaved Client

By Kathi Balasek, MA, Grief Communication Consultant for Financial Professionals In short, grief literacy is simply normalizing the conversation surrounding grief and, specifically, our grief responses. As advisors, you are much more comfortable with charts, graphs, and numbers, so that’s very natural, and you’re fluent in that type of conversation. Conversation about grief can be […]

Tags: CFP, CRC, Kathi Balasek, RICP®

Posted in: PLAN for Retirement Readiness

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Social Security WEP: FOMO, IDK, or LOL??

By Michael Wilson, CFP®, RC®, RICP®, Integrity Financial Planning When it comes to WEP and Social Security, your workers, your employees, or you – if you work for a Social Security exempt agency – may have a fear of WEP (the Windfall Elimination Provision). FOMO means Fear of Missing Out. IDK stands for I Don’t Know. […]

Tags: CFP, CRC, Michael Wilson, RICP®

Posted in: PROVIDE Retirement Income

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Welcome to InFRE’s July 2021 Issue of Retirement Insight and Trends

Tags: American College, ASPPA, CFP, CRC, InFRE

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Welcome to InFRE’s April 2021 Issue of Retirement Insight and Trends

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Welcome to InFRE’s January 2021 Issue of Retirement Insight and Trends

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Welcome to InFRE’s October 2020 Issue of Retirement Insight and Trends

Tags: American College, ASPPA, CFP, CRC, InFRE

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Welcome to InFRE’s July 2020 Issue of Retirement Insight and Trends

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Welcome to InFRE’s April 2020 Issue of Retirement Insight and Trends

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Welcome to InFRE’s January 2020 Issue of Retirement Insight and Trends

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Welcome to InFRE’s October 2019 Issue of Retirement Insight and Trends

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Welcome to InFRE’s June 2019 Issue of Retirement Insight and Trends

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Behavioral Finance: Why Do We Do the Things We Do

By Michael Wilson, CFP®, RC®, RICP®, Integrity Financial Planning We all know there are certain things we should do, like eat right, exercise, get plenty of sleep, etc. The same is true for retirement saving: we all know we should be saving now for an unknown period of time in retirement. Multiple studies and surveys have indicated […]

Tags: CFP, CRC, Michael Wilson, RICP®

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

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Welcome to InFRE’s March 2019 Issue of Retirement Insight and Trends

Tags: American College, ASPPA, CFP, CRC, InFRE

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Welcome to InFRE’s January, 2019 Issue of Retirement Insight and Trends

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Welcome to InFRE’s September, 2018 Issue of Retirement Insight and Trends

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Welcome to InFRE’s June, 2018 Issue of Retirement Insight and Trends

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Welcome to InFRE’s March, 2018 Issue of Retirement Insight and Trends

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Welcome to InFRE’s July, 2017 Issue of Retirement Insight and Trends

Tags: Aaron Benway, CFP, CRC, Roy Ramthun

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Welcome to InFRE’s April, 2017 Issue of Retirement Insight and Trends

Tags: ASPPA, CFP, CRC, David Armes, Sudipto Banerjee, Wade Pfau

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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 […]

Tags: CFP, David Armes

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

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Welcome to InFRE’s January, 2017 Issue of Retirement Insight and Trends

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Welcome to InFRE’s October, 2016 Issue of Retirement Insight and Trends

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Welcome to InFRE’s July, 2016 Issue of Retirement Insight and Trends

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Welcome to InFRE’s April, 2016 Issue of Retirement Insight and Trends

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Welcome to InFRE’s December, 2015 Issue of Retirement Insight and Trends

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Pensionizing Your (Client’s) Nest Eggs: What, How and Why?

By Alexandra Macqueen, CFP®, Personal Finance Expert and co-author of “Pensionize Your Nest Egg: How to Use Product Allocation to Create a Guaranteed Income for Life” with Moshe A. Milesky, Ph.D. Editor’s note: This presentation was delivered in live webinar format in 2015. Alexandra’s comments have been edited for clarity and length. You can view a YouTube […]

Tags: Alexandra Macqueen, CFP

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

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Welcome to InFRE’s October, 2015 Issue of Retirement Insight and Trends

Tags: CFP, CRC

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Welcome to InFRE’s June, 2015 Issue of Retirement Insight and Trends

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Welcome to InFRE’s March, 2015 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 stay 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. This issue is no longer eligible for […]

Tags: CFP, CRC

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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, […]

Tags: behavioral finance, CFP, CRC, Michael Falk

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

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Welcome to InFRE’s December, 2014 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 stay 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. This issue is no longer eligible for CE credit. Looking for additional CE opportunities? Visit […]

Tags: CFP, CRC

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Understanding Disability: Facts and Retirement Planning Considerations

By Rick Miller, PhD, CFP®, Founder of Sensible Financial, and Scott Haglund, FSA, MAAA FLMI, Vice President & Director of Actuarial Services at Life & Health Federated Life Insurance Company. Editor’s note: This presentation was delivered in live webinar format in 2014. Rick’s and Scott’s comments have been edited for clarity and length. You can […]

Tags: CFP, Rick MIller, Scott Haglund

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

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Welcome to InFRE’s October, 2013 Issue of Retirement Insight and Trends

Tags: Betty Meredith, CFP, CPA, CRC, InFRE, retirement income

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Welcome to InFRE’s June, 2013 Issue of Retirement Insight and Trends

Tags: Betty Meredith, CFP, CPA, CRC, InFRE, retirement income

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Welcome to InFRE’s April, 2013 Issue of Retirement Insight and Trends

Tags: Betty Meredith, CFP, CPA, CRC, InFRE

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

Tags: CFP, CPA

Posted in: Past Issues

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

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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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