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 newsletterr. Click on the links below to read each article online separately, or click here to view and print the issue in its entirety.
- “The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition: Challenges and Opportunities” by Dorian Mintzer, M.S.W., Ph.D., BCC, CSA . One of the things that I like to share with advisers working with couples is to think about the concept of a puzzle. It’s both a noun and a verb. It’s not as if the puzzle pieces are going to fit together like a jigsaw puzzle. Think about your own life, think about some of the clients you had or have; there are just a lot of areas that impact each other, and it’s not going to fit together just like the jigsaw puzzle.
- “Hacking Longevity: How Three Generations Over 50 are Navigating Longer Lives “ by Lori Bitter, The Business of Aging. There are now three generations of adults over the age of 50 in the United States. The U.S. joins most of the developed nations of the world in increasing life expectancy. According to the Pew Research Center, the world’s centenarian population (those living to age 100) is projected to grow eightfold, from approximately a half a million people in 2015 to 3.7 million in 2050.
- “Through the Looking Glass: Three Popular Retirement Income Philosophies” by Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP. Can we build systems and processes that really encourage the client, the end consumer, have a more secure retirement and overcome the hurdles we know exist because of misconceptions and fear from biases?
Looking for additional CE opportunities? Visit the continuing education section of the Retirement Resource Center store to find hundreds of additional professional development and continuing education options by leading experts, the way you want to learn, at the level that’s right for you.