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 no longer eligible for CE credit. Click here to see other free issues that you may read.
The articles below comprise this retirement-specific newsletter. Click on the links below to read each article online separately, or click here to view and print the issue in its entirety.
- “Three Steps to Helping Clients Manage Health Care Costs in Retirement” by David Armes, CFP®, Principal of Dover Healthcare Planning, LLC. Learn the importance of matching health insurance coverage to needs and other ways to save on premiums;
- “How to Use Reverse Mortgages to Secure Your Retirement” by Wade Pfau, PhD, CFA, author of Insights & Research for Lifetime Financial Planning for the Retirement Researcher. Learn various strategies for responsibly using home equity to increase the longevity of managed assets;
- “Change in Household Spending After Retirement: Results from a Longitudinal Sample” by Sudipto Banerjee, Ph.D. Employee Benefit Research Institute (EBRI). Learn how spending declines for retirement households as they age, which goes against the standard economic assumption that spending does not drop.