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Financial Planning, The College

Veterans Scholarship Fundraiser For Mother's Day And Father’s Day

When they finish their service, the men and women of the U.S. military find themselves in a unique position. After spending a career in the military, many have trouble...

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Retirement

Clueless About Retirement: Americans Fail Retirement Income Quiz

Most retirement age Americans display a worrying lack of knowledge about what it takes to actually retire, with three in four failing to pass a quiz on how to make their nest...

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Retirement

Silver Divorce and Retirement Income Planning: Dividing the Home

According to researchers, the rate of Silver Divorce – divorce between spouses aged 50 and above – doubled between 1990 and 2010. After divorce, each partner’s share of marital...

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Retirement, Retirement Blog Series

Current Thinking About Social Security Claiming

In 2016, several Social Security claiming strategies for couples were eliminated, and the result of this event caused advisors to rethink traditional withdrawal strategies. In...

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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 week we are posting a series of videos discussing a number of issues to consider when building a retirement income practice. This includes interviews with three different...

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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

Determining how much income a client needs in retirement is a critical step in building a retirement income plan. However, because of the data gathering that is required, this...

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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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