Retirement InSight and Trends Newsletter - 2016 - Active Issues
InFRE's "Retirement Insight and Trends" newsletter is written to keep you abreast of what's happening in the field of retirement readiness, counseling, planning and income management.
CRC® reporting is free, CFP® reporting $15 (free if you are a member), self-report ASPPA, PACE CE.
What you'll find in 2016 Issues of Retirement Insight and Trends
InFRE Update: An Explanation of the Changes Made to the July, 2016 CRC® Exam
Housing Wealth: A Retirement Asset for the Middle Market, by Shelley Giordano, Chair of the Funding Longevity Task Force
Grey Divorce and Retirement, by Andrew Samalin, CFP, EA, CDFA, Expert in Divorce and Retirement
RETIREMENT SECURITY – Better Information on Income Replacement Rates Needed to Help Workers Plan for Retirement, An excerpt from the March 2016 GAO Report to Congressional Requesters
InFRE Update: The CRC® Exam is Now Offered via Computer Based Testing
How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement, by the Society of Actuaries and Mathew Greenwald, PhD, Retirement Research Expert
A Primer for Advisors on the Aging Brain: Understanding Cognitive Impairment, Taking Action Steps, by Sandra Timmermann, EdD, Gerontologist, Successful Aging in Retirement Expert
Retirement Income Sustainability: Measuring the Tail Risk of Product Portfolios, by Faisal Habib, PE, MBA, FRM, President of QWeMA (pronounced KWEE-MA), a division of CANNEX Financial Exchanges Limited
How Work & Marriage Trends Affect Social Security’s Family Benefits, by Steven A. Sass, the Center for Retirement Research at Boston College
No Portfolio is an Island, by David Blanchett, CFA, CFP®, AIFA® – Head of Retirement Research, Morningstar
Tax Efficient Drawdowns in Retirement, by Stephen Horan, PhD, CFA, CIPM, Managing Director, Credentialing, CFA Institute
Housing for Retirees: Buy, Sell or Hold?, by Michael Falk, CFA, CRC®, Focus Financial Consulting
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