<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=913546378717206&amp;ev=PageView&amp;noscript=1">
Sort by category
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...

Read More
Retirement, Retirement Blog Series

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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More