Home | About Us | Contact Us
Retirement Resource Center
Where today's experts help you secure retirement
Buy now for $29 Overall Rating: 4.8 / 5 Social Security WEP: FOMO, IDK or LOL?? – Michael Wilson Employees who work for a Social Security exempt agency for some or all of their career may be impacted by the Windfall Elimination Provision (WEP). Workers and their employers need to not only understand the …
Buy now for $29 Overall Rating: 4.6/ 5 Advanced Strategies for Using Housing Wealth to Improve Financial Outcomes in Retirement – Barry Sacks As clients retire, and hence end the receipt of regular income from employment or professional activity, cash flow considerations become paramount. Indeed, studies have shown that for most retirees, the concern about …
Buy now for $29 Overall Rating: 4.2 / 5 Advanced Strategies for Using Housing Wealth to Improve Financial Outcomes in Retirement – Curtis Cloke Managing market volatility and longevity risk are two well-known and highly visible risks easily defined. Less known or perceived risks may include, fee-drag, tax-drag, provisional income tax calculations that determine how …
Advisor’s Guide to Health Savings Accounts: Differentiate Yourself Buy now for $29 Overall Rating: 4.7 / 5 Advisor’s Guide to Health Savings Accounts: Differentiate Yourself – Kelley Long Funding healthcare costs and long-term care in retirement is a key concern for most Americans. Using retirement accounts for healthcare expenses stymies tax and income planning for …
Buy now for $29 Overall Rating: 4.4 / 5 The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition: Challenges and Opportunities – Dorian Mintzer In the 21st Century, the landscape of retirement is changing. People are living longer and retirement is no longer thought of as a destination, but as a transition: with an …
Buy now for $19 Overall Rating: 4.8/ 5 The Fork in The Road: What Impacts Ethics Decisions – Dennis Gatlin Please note: This course is for CRC CE Only. If If you are looking for a CFP Ethics course, please click here. Ethical missteps in today’s lightspeed social media environment can have far-reaching personal and …
Buy now for $29 Overall Rating: 4.7 / 5 The Value of Safe Home Care – Phil Bongiorno The number of families utilizing home care services continues to grow in the United States. A greater number of family caregivers who are caring for a loved one with a chronic or debilitating health condition are turning …
Buy now for $29 Overall Rating: 4.3 / 5 In the past ten years, meeting a client’s investment goals was fairly easy with annual equity returns of 10% and a raging bond market. An advisor could create a 60/40 portfolio for a client, set it and forget it. Those days are gone. Now advisors are …
Buy now for $29 Overall Rating: 4.7 / 5 Snowbirding – Living in More Than One Location in Retirement – Steve Parrish As our clients prepare for retirement, many dream of splitting their time among residences. Because of weather, family, or wanderlust, they want to spend their retirement years in more than one locale. The …
Buy now for $29 Overall Rating: 4.4 / 5 The Internal Revenue Code (Code) and the Employee Retirement Income Security Act of 1974 (ERISA) do not prohibit the use of cryptocurrency as an investment option in a 401(k) plan. Fidelity Investments will offer participants the option to put bitcoin in their 401(k)s by the middle …
Buy now for $29 Overall Rating: 4.3 /5 The “Shadow Caregiving System” – Carroll Golden What is the “Shadow Caregiving System”? How is it affecting multiple generations’ financial stability and investments? Incorporating extended or long-term care in a financial plan requires a difficult conversation. Starting the conversation is not enough. Regardless of how a client …
Buy now for $29 Overall Rating: 4.7 / 5 Redefining the Optimal Retirement Income Strategy – David Blanchett Despite significant advances in computing power and a relatively extensive body of research on the nature of retirement, assumptions in retirement research and income planning tools have evolved only modestly over the last 30 years. Improving our …
Your one-stop retirement resource for financial services companies, wealth management firms, employers, public sector retirement systems, financial advisors, and future retirees.
