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InFRE's 2017 1st Qtr Issue of Retirement Insight and Trends

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -- The April 2017 free quarterly newsletter features articles on Three Steps to Helping Clients Manage Health Costs, How to Use Reverse Mortgages, and Change in Household Spending.
 
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About this issue of Retirement Insight and Trends:

Kevin S. Seibert, CFP®, CRC®, CEBSWade Pfau, PhD, CFA, author of Insights & Research for Lifetime Financial Planning for the Retirement Researcher David Armes, CFP®, Principal of Dover Healthcare Planning, LLC Articles in the 1st Quarter - Apr 2017 Issue:

  • InFRE Update: Update of the Practice Analysis of the Work of Certified Retirement Counselors (CRC®)e

  • Three Steps to Helping Clients Manage Health Care Costs in Retirement, by David Armes, CFP®, Principal of Dover Healthcare Planning, LLC

  • How to Use Reverse Mortgages to Secure Your Retirement, by Wade Pfau, PhD, CFA, author of Insights & Research for Lifetime Financial Planning for the Retirement Researcher

  • Change in Household Spending After Retirement: Results from a Longitudinal Sample, by Sudipto Banerjee, Ph.D., Employee Benefit Research Institute (EBRI)

Some of the topics covered in this issue:

  1. Learn the importance of matching health insurance coverage to needs and other ways to save on premiums.

  2. Learn various strategies for responsibly using home equity to increase the longevity of managed assets.

  3. Learn how spending declines for retirement households as they age, which goes against the standard economic assumption that spending does not drop.

Click here to then CHECK OUT to read this FREE issue of Retirement Insight and Trends today. Take the online quiz when you are finished and recieve CE credit!

 

Other issues of Retirement Insight and Trends:

See a summary of the most recent issue here, or click the icons below to view other issues by year. View all back issues in chronological order here, where you can easily select and add to cart all the free issues you might have missed.

 

Retirement InSight and Trends Newsletter - 2016 - Active Issues Retirement InSight and Trends Newsletter - 2015 - Active Issues
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