CRC Archives - Retirement InSight and Trends

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

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

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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 […]

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

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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

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

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April, 2022 InFRE Update: CRC® Certification is Now a Stepping-Stone to Becoming a CFP® Professional.

If you have ever thought about becoming a CERTIFIED FINANCIAL PLANNER™ after earning your CRC® certification, we have great news to share about a new partnership with Bryant University. CRC® certificants can now save time and money when pursing CFP® education requirements with the highly rated Bryant University online CFP® Board registered program. You will […]

Tags: CRC, InFRE

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

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

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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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October, 2021 InFRE Update: New CRC® Candidate Registration Expiration Policy

Earlier this year, the CRC® Board of Standards and Policy Development (BOS) passed a new policy that will generally require CRC® Candidates to schedule their CRC® examination within two years of their registration date. Prior to this policy, a candidate could maintain their registration indefinitely. The new policy is as follows: A CRC® Candidate’s registration […]

Tags: CRC, InFRE

Posted in: The InFRE Update

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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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July, 2021 InFRE Update: Managing Your Retirement Income Workshop

One of the best ways to promote your retirement income planning expertise is to educate your clients directly. That’s why InFRE created the newly updated, “Managing Your Retirement Income” workshop. You don’t have to be a Certified Retirement Counselor® (CRC®) to purchase it! This 60-minute workshop has been designed to be offered as a live presentation […]

Tags: CRC, InFRE

Posted in: The InFRE Update

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

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

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

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

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January, 2021 InFRE Update: Welcome to Our New CRC® Board of Standards and Policy Development Members!

The International Foundation for Retirement Education® (InFRE) is a non-profit 501(c)(3) organization founded in 1997. InFRE’s Certified Retirement Counselor® (CRC®) certification was created to advance recognition among retirement planning professionals of the need for a retirement specific certification program that demonstrates a mastery of subject matter, a commitment to the retirement planning profession, and adherence to a code of […]

Tags: CRC, InFRE

Posted in: The InFRE Update

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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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October, 2020 InFRE Update: Announcing the New InFRE and Retirement InSight Websites!

We are pleased to announce the launch of the new InFRE website and the new Retirement InSight website. The InFRE website has been redesigned and has several enhancements including: Retirement professionals interested in learning more about the CRC® will more easily be able to navigate to information about the benefits of becoming CRC® certified, Certificants […]

Tags: CRC, InFRE

Posted in: The InFRE Update

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

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

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July, 2020 InFRE Update: CRC® July Testing Extended

From Kevin Seibert, CFP®, CRC®, CEBS Managing Director, InFRE The environment in which we work has changed so much over the past several months. It is during trying times like now that your clients and plan participants will see the true value of working with a retirement professional that is committed to helping them navigate […]

Tags: CRC, testing

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

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

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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

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

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October, 2019 InFRE Update: CRC® Program Maintains NCCA Accreditation Status

From Kevin Seibert, CFP®, CRC®, CEBS Managing Director, InFRE Every five years InFRE is required to reapply for CRC® certification accreditation by the National Commission for Certifying Agencies (NCCA). Our most recent application was submitted in April and I’m pleased to announce that the CRC® has been approved for accreditation status through July of 2024. […]

Tags: accreditation, CRC, National Commission for Certifying Agencies (NCCA)

Posted in: The InFRE Update

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

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

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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

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

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

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

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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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March, 2018 InFRE Update: Get the Most Out of Your CRC® Certification

You have invested considerable time and money to be as up-to-date as possible about retirement readiness, risk management, and retirement income planning by becoming a Certified Retirement Counselor® (CRC®) professional. Get the most from your Certification by taking a few minutes during your first or next meeting with clients by: Explaining how the CRC® program […]

Tags: CRC, duty of care, InFRE

Posted in: The InFRE Update

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

Tags: CRC, Curtis Cloke, Matthew Allen

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

Tags: CFP, CRC

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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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April, 2016 InFRE Update: The 6th Editions of the CRC® Study Guides are Coming Soon!

Within the next few weeks, InFRE will be releasing revised versions of the CRC® Study Guides (the 6th editions), practice exams, and elearning review modules. Below is a chart that maps out the changes that have been made to the CRC® study program. CRC® Study Guide Content Changes CRC® 1: Fundamentals of Retirement Planning More content […]

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

Tags: CFP, CRC

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

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IRS Notice Paves Way for Easier Tax-Free Roth Conversions of After-Tax Dollars

By Denise Appleby, CISP, CRC®, CRPS, CRSP, APA, President of Appleby Retirement Consulting, Inc. If you are one of the many financial/tax professionals who have been seeking clarity about converting after-tax amounts to Roth IRAs tax-free, IRS Notice 2014-54, issued September 18, 2014, provides welcome answers. While there was never any question that after-tax amounts […]

Tags: CRC, Denise Appleby, IRS

Posted in: PROVIDE Retirement Income, Retirement Distributions/Withdrawals

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

Tags: CFP, CRC

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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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Welcome to InFRE’s June, 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? […]

Tags: CRC, InFRE

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March, 2014 InFRE Update: The Certified Retirement Counselor® (CRC®) Is Re-Accredited

Great news! The National Commission for Certifying Agencies (NCCA) has granted re-accreditation status to International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) program for demonstrating compliance with the NCCA Standards for the Accreditation of Certification Programs. The CRC® program is re-accredited for another five-year period, expiring July 31, 2019. InFRE’s Certified Retirement Counselor certification […]

Tags: CRC

Posted in: The InFRE Update

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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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June, 2013 InFRE Update: The 2013 Update of the Practice Analysis of the Work of Certified Retirement Counselors (CRC®)

By Kevin S. Seibert, CFP®, CEBS, CRC®, Managing Director, InFRE The Certified Retirement Counselor®(CRC®) certification examination is designed to ensure that all CRC® Certificants possess the necessary knowledge and skills to competently fulfill their responsibilities as retirement counseling professionals. The validity of the CRC® exam is dependent upon the Certified Retirement Counselor®(CRC®) Practice Analysis from […]

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