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.
- “Grief Literacy for Financial Advisors: Engaging the Bereaved Client” by Kathi Balasek, MA, Grief Communication Consultant for Financial Professionals. In short, grief literacy is simply normalizing the conversation surrounding grief and, specifically, our grief responses.
- “Social Security WEP: FOMO, IDK, or LOL??” by Michael Wilson, CFP®, CRC®, RICP®, Integrity Financial Planning. When it comes to WEP and Social Security, your workers, your employees, or you – if you work for a Social Security exempt agency – may have a fear of WEP (the Windfall Elimination Provision).
- “The Psychology of Retirement” by Robert Laura, CKA, AAMS, CPRC, CMFC, CRPC. Many people perceive retirement as nothing but addition, as gains, as positive things that they will get.
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