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. 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.
- “Retirement Planning Beyond the Dollars and Cents” by Robert Laura CPRC. Now more than ever, advisors must realize that there is much more to retirement than just the dollars and cents. Fact is, people are failing at retirement at an alarming rate because they aren’t prepared for the non-financial aspects of it.
- “Advance Care Planning: A Critical Component for Building Client Relationships” by Paul Malley, President of Aging with Dignity. Each day, 10,000 people turn 65. As the population ages, there are more life transitions to assist in helping clients navigate complex health and financial issues. An overlooked aspect of an advisor’s role is advance care planning – or defining, communicating and documenting healthcare wishes. Currently, less than 30 percent of adults have an advance directive.
- “How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies “ by William Meyer, CEO, Retiree, Inc. and Social Security Solutions, Inc. How you “tap” or liquidate retirement savings to generate income impacts portfolio longevity. Similarly, how you coordinate guaranteed income, Medicare and Social Security with the sequence you withdraw client savings impacts how long retirement savings lasts. and prospects as they prepare for retirement. Learn how to beat the “conventional wisdom” used to generate retirement income for your clients.
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