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Retirement InSight and Trends Newsletter - 2017 - Active Issues

Retirement InSight and Trends Newsletter - 2017 - 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.

 

Earn 1 hour CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE credit by reading the Retirement Insight and Trends issues below and passing the online quiz.

 

CRC® reporting is free, CFP® reporting $15 (free if you are a member), self-report ASPPA, CLU®, ChFC®, RICP®, CASL and other CE.

Brad Breeding, CFP®, President and Co-Founder of MyLifeSiteRoy Ramthun, MPH Amber Woodland, Esq, Partner at Procino-Wells & Woodland, LLC Articles in the 2nd Quarter - July 2017 Issue:

  • InFRE Update: Guidelines for Use of the CRC® Mark

  • Elder Law Basics, Amber Woodland, Esq, Partner at Procino-Wells & Woodland, LLC

  • Boost Retirement Security with HSAs, by and Aaron Benway, CFP®, MBA

  • Where Senior Living and Retirement Planning Intersect, Opportunities Emerge, By Brad Breeding, CFP®, President and Co-Founder of MyLifeSite

Some of the topics covered in this issue:

  1. Learn: the legal framework related to Elder Law and long term care government benefits; understand how to add asset protection planning to a foundational estate plan; learn about long term care Medicaid income and asset eligibility rules.

  2. Learn: about HSAs, including a comparison with other tax-deferred savings programs; understand how HSAs can be invested; discover strategies to maximize client savings via HSAs.

  3. Learn: why staying in the home may not always be the most practical choice, even if it is perceived to be less costly; the various alternatives to staying in the home- in plain terms- and the pros and cons of each; what questions to ask in order to prompt meaningful discussion and planning; retirement planning needs related to the various senior housing choices.

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.

 

Retirement Insight and Trends - Past Issues by Year

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Retirement InSight and Trends Newsletter - 2017 - Active Issues Retirement InSight and Trends Newsletter - 2016 - Active Issues Retirement InSight and Trends Newsletter - 2015 - Active Issues

 

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Retirement Insight and Trends - 2017

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

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.
$0.00
InFRE's 2017 2nd Qtr Issue of Retirement Insight and Trends

InFRE's 2017 2nd Qtr Issue of Retirement Insight and Trends

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -- The July 2017 free quarterly newsletter features articles on Elder Law Basics, HSAs, and Where Senior Living and Retirement Planning Intersect, Opportunities Emerge
$0.00
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