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Retirement, Retirement blog series

Evaluating Options When Choosing Care Facilities

In this week’s retirement blog series, we revisit a discussion with Anna Rappaport and an article she wrote called “Improving Retirement by Integrating Family, Friends, Housing...

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Retirement, Retirement blog series

Building a Retirement Income Practice

This blog is part of a series by Professor David Littell, Director of the RICP® program and Co-director of The American College New York Life Center for Retirement Income. Each...

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Retirement

Silver Divorce and Retirement Income Planning: Social Security

This installment, number three of the six-part Silver Divorce blog series addresses Social Security benefits.

Though nearly 90 percent of Americans over the age of 65...

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Retirement, Retirement blog series

A Shortcut for Determining Retirement Expenses

This blog is part of a series by Professor David Littell, Director of the RICP® program and Co-director of The American College New York Life Center for Retirement Income. Each...

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Retirement

Personal Retirement Paycheck: Tips To Help Clients Retire Smart

The five years before and after retirement are critical to the overall success of a retirement income plan, and advisors who know how to talk with clients about retirement...

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Retirement, Retirement blog series

Taking a Deeper Look at Long-Term Care and Retirement Planning

This blog is part of a series by Professor David Littell, Director of the RICP® program and Co-director of The American College New York Life Center for Retirement Income. Each...

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Financial Planning

Silver Divorce and Retirement Income Planning: IRA and 401k Assets

Divorcees on the brink of retirement – or already retired – want smart advice and support for retirement income planning. This niche population, doubled in size since 1990, is...

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Retirement

Common Client Retirement Mistakes & More

As Americans become more aware of the need to develop sound retirement plans, the financial services profession is responding by making an increased effort to get educated on...

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Financial Planning, Other

Maximizing LinkedIn with Minimal Compliance Exposure

With the proliferation of mobile devices, social media has quickly become a dominant influence on modern communication and culture. Clearly, as a tool for client building and...

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