Retirement InSight and Trends is the quarterly newsletterr from the Retirement Resource Center that helps committed professionals with the practical application of new concepts in the field of retirement readiness, counseling, planning and income management.
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®CE credit only 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.
- “Bonds Away! How Fixed Income Can Play an Integral Role in Any Retirement Strategy” by Russell Wild, MBA, Principal of Global Portfolios. Welcome to the wonderful and wacky world of bonds. Why wacky? Almost nothing I can think of, not even writing a novel, that looks so simple but can be so complex once you delve into it.
- “Navigating the Critical Ages of Retirement Income Planning” by Heather Schreiber, RICP®, Founder and President, HLS Retirement Consulting, LLC. There are so many twists and turns along the road to navigating as clients approach retirement, enter, and funnel through it.
- “Adapting Your Communication Style for More Effective Client Relations” by Joseph Tabers, CSP, President of Productive Training, Inc. To understand our client’s communication style, usually, the first place to start is with ourselves. Think about what comes easy for you; what are you good at?
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