Retirement InSight and Trends is the quarterly newsletterr 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. Recent issues are eligible for CRC®, CFP®, CRPC®, ASPPA, the American College’s Professional Recertification Program (CLU®, ChFC®, CASL) and other CE credit when you pass the online exam.
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.
- “The Silver Tsunami and Long-Term Care” by Nyal Bischoff. What are the known and unknown costs of long-term care? How are health changes equal opportunity offenders? What are the common healthcare risks related to aging? What are the options for addressing long-term care risks?
- “Pensionizing Your (Clients’) Nest Eggs: What, How and Why?” by Alexandra Macqueen, CFP(®. Why do we need to consider “pensionizing” a portion of our savings? What are these new retirement risks? How does “pensionizing” provide protection from retirement risks? Case studies for pensionizing a nest egg, and the implied longevity yield.
- “Finding the Gold in Gray: Keys to Serving Boomers and Older Clients” by Michael Sullivan. What are defining generational characteristics? What happens to our five senses with age? What are the changes in emotional language and information processing as we age? How to deal with people of age.
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