Posts Tagged RICP®
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 […]
Read more →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 […]
Read more →Tags: CFP, CRC, Greg Geisler, RICP®
Posted in: PROTECT the Plan from Retirement Risks
Leave a Comment (0) →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 […]
Read more →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. […]
Read more →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 […]
Read more →Tags: CFP, CRC, Michael Wilson, RICP®
Posted in: PLAN for Retirement Readiness, Retirement Counseling/Coaching
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