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Retirement Resource Center
Where today's experts help you secure retirement
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 …
Buy now for $29 Overall Rating: 4.6 / 5 Retirement Income Using Charitable Strategies – Tiffany House There are many options to help your clients with retirement income, and charitable tools are a hot topic after the Secure 2.0 Act. In this presentation, we will explore tools that can enhance income through tax savings and …
Buy now for $29 Overall Rating: 4.0 / 5 Advance Planning for Clients with Health Savings Accounts (HSAs) and Medicare – Kelley Long For clients wishing to contribute to a Health Savings Account beyond age 65 due to eligible group health plan coverage, navigating the rules of enrolling in Medicare later are fraught with confusion. …
Buy now for $29 Overall Rating: 8.4 / 10 Age Wave: Meeting the Elder Planning Needs of Today’s Retiree – Bob Mauterstock The fastest growing age group in the U.S. are people over age 85, and more than $40 trillion of their assets will be transferred to the next generation by 2050. However, over 90% …
Buy now for $29 Overall Rating: 4.6 / 5 Investing for Prosperity and Posterity: Building an ESG Retirement Portfolio – Russell Wild Many seniors are desiring, and some demanding, that their portfolios not only perform well, but do good. They want to invest with companies that are helping to create a cleaner, safer, more just …
Buy now for $29 Overall Rating: 4.3 /5 Care Planning Prevents Tearing Families Apart – Carroll Golden These are the days of unpredictable retirement health care needs. As a result, individuals and families are faced with planning for “discordant retirements” with the added challenges of the impact on family anticipated and unanticipated limited, extended, or …
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