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.
- “21st Century Medicare Planning to Protect Your Client’s Healthcare Rights and Retirement Savings” by Emily Gang, Owner of The Medicare Coach. Medicare is delivered in a very confusing way in our country. Unfortunately, the way the government and the insurance companies have set up Medicare, people are very likely to make the wrong decision if they don’t fully understand what’s going on.
- “Guaranteed Income: The Forgotten Household Asset” by David M. Blanchett, PhD, CFA, CFP®, Head of Retirement Research, Morningstar Investment Management. Of all the risks that people face, longevity risk is the oddest because risks are usually a bad thing. Living a long time, in theory, should be a good thing, right?
- “Advisor’s Guide to Health Savings Accounts: Differentiate Yourself” by Kelley Long, CPA/PFS, CFP®. You might have heard the health savings account (HSA) referred to as the “new” 401(k). Thirty years ago, when the 401(k) first came out, it was thought of as something for just executives and higher income or more savvy planners, and now it’s the everyman’s retirement savings vehicle.
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