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 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. 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.
- What’s trending in the field of aging and how that affects financial services;
- How to help clients better prepare emotionally and psychologically for the retirement stage of life;
- How to think differently about common retirement rules of thumb, such as the 4% rule, asset allocation by age, how to manage longevity risk, and use of long-term care insurance.
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