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Retirement Blog Series, Retirement

Practical Considerations in Health Care and Long-Term Care Planning

Consumer studies continue to identify health care and long-term care costs as top concerns. Advisors helping clients prepare for retirement need to be able to help clients...

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Financial Planning

Finding the Right Balance of Risk for Your Clients

Risk is the degree or percentage of possibility that something bad or unpleasant will happen. Ascertaining the appropriate level of risk for an investor is an activity that...

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Retirement, Wealth Management

Use the Bucket Strategy to Promote Successful Investing Habits

What Is The Bucket Strategy?

The bucket strategy is a way to think about asset allocation by conceptualizing a portfolio as a series of “buckets,” each of which contain assets...

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Retirement Blog Series, Retirement

Annuities in Retirement Income Planning

In this series of interviews, professor Jamie Hopkins and I talk with retirement income expert Curtis Cloke about using income annuities in a retirement income plan. The...

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Retirement

Silver Divorce and Retirement Income Planning: Pensions

The rate of silver divorce – divorce among Americans aged 50 and older – has doubled since 1990. There is a significant emotional cost to ending a long term marriage, but...

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Retirement Blog Series, Retirement

Help Your Clients Learn about Retirement Income Planning

The 2017 RICP® Retirement Income Literacy Survey once again reminded us that consumers do not know a lot about retirement income planning. Three-fourths of the 60- to...

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Retirement

Silver Divorce and Retirement Income Planning: Annuities

Divorce has financial consequences at any age, but the impact upon silver divorcees – divorcees aged 50 and above – can be particularly severe. With the number of couples...

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The College, Financial Planning

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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