Consumers

Many retirees want more than financial well-being in retirement. When asked what retirement means to them, Baby Boomers go beyond attention on health and financial security to activities intended to increase their happiness. People often describe their hopes for retirement in terms of money, health and happiness - and well-being is the concept that captures all three.


Retirement readiness, as defined by the International Foundation for Retirement Education (InFRE), consists of the intersection of three ares of preparation that create retirement well-being:
    - geo-financial (geographical and financial readiness)

    - bio medical (biological and medical readiness), and

    - psycho-social (psychological and social readiness).

You must make many financial and non-financial decisions, before and during retirement. The quality of the decisions you make will affect your economic and retirement well-being during this important stage of your life. Being retirement ready means that you are prepared to maximize well-being in retirement.


The resources below are chosen because they are best-in-class education and tools from leading authors and experts for helping you increase your retirement readiness. Check back often, or join our mailing list (see link above in gold menu bar), to learn more about new options for increasing your retirement readiness.
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Budgeting PDF Download Course

Budgeting PDF Download Course

2 hrs CRC® & CFP® CE

Learn practical tips for assuring that the budgeting you do with clients is a useful process for better financial planning.

$35.00
Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow Elearning

Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow Elearning

If you're in your early to mid career and want to build a solid financial foundation, this course is for you! You'll calculate your net worth, set meaningful goals, learn how to reduce debt, create a spending plan (budget), and more.
$29.00
Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow MP3

Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow MP3

If you're in your early to mid career and want to build a solid financial foundation, this course is for you! You’ll calculate your net worth, set meaningful goals, learn how to reduce debt, create a spending plan (budget), and more!
$9.95
Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow PDF Download

Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow PDF Download

If you're in your early to mid career and want to build a solid financial foundation, this course is for you! You’ll calculate your net worth, set meaningful goals, learn how to reduce debt, create a spending plan (budget), and more.
$9.95
Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow Print

Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow Print

If you're in your early- to mid-career and want to build a solid financial foundation, this course is for you! You’ll calculate your net worth, set meaningful goals, learn how to reduce debt, create a spending plan (budget), and more!
$12.95
Designing Your Life in Retirement Elearning

Designing Your Life in Retirement Elearning

*1.5 hours of CRC® CE*
We often think of retirement planning in terms of the financial factors that will provide financial security, but it requires planning and preparation in all areas of life.
$29.00
Designing Your Life in Retirement MP3 Audio

Designing Your Life in Retirement MP3 Audio

*1.5 hours of CRC® CE*
We often think of retirement planning in terms of the financial factors that will provide financial security, but it requires planning and preparation in all areas of life.
$12.95
Designing Your Life in Retirement MP3 & Handout

Designing Your Life in Retirement MP3 & Handout

*1.5 hours of CRC® CE*
We often think of retirement planning in terms of the financial factors that will provide financial security, but it requires planning and preparation in all areas of life.
$18.95
Finding the Right Financial and Legal Advisors for You

Finding the Right Financial and Legal Advisors for You

This valuable, 100-page tool helps you ask the right questions, find the right advisor and reveals a step-by-step program to make your decision-making and selection worry-free.
$19.95
FREE InFRE RetirAwareness Quiz TM

FREE InFRE RetirAwareness Quiz TM

Begin securing your financial future by increasing your retirement financial literacy. The InFRE® RetirAwareness Quiz(tm) assesses your level of personal retirement literacy for making informed retirement decisions over each phase of your career.
$0.00
Managing Debt PDF Download Course

Managing Debt PDF Download Course

2 hrs CRC® & CFP® CE

This course presents the advantages and disadvantages of different types of credit.

$35.00
Retirement as a Time to Reinvent, Rewire and Renew Elearning

Retirement as a Time to Reinvent, Rewire and Renew Elearning

*1.5 hours of CRC® CE*
Good retirement planning looks beyond just the financial aspects. Learn a holistic model accounting for the cultural, social and personal factors retirees will face.
$29.00
Retirement as a Time to Reinvent, Rewire and Renew MP3 Audio

Retirement as a Time to Reinvent, Rewire and Renew MP3 Audio

*1.5 hours of CRC® CE*
Good retirement planning looks beyond just the financial aspects. Learn a holistic model accounting for the cultural, social and personal factors retirees will face.
$12.95
Retirement as a Time to Reinvent, Rewire and Renew  MP3 & Handout

Retirement as a Time to Reinvent, Rewire and Renew MP3 & Handout

*1.5 hours of CRC® CE*
Good retirement planning looks beyond just the financial aspects. Learn a holistic model accounting for the cultural, social and personal factors retirees will face.
$18.95
Retirement Knowledge and Readiness workshop video

Retirement Knowledge and Readiness workshop video

*1.5 hours of CRC® CE*
InFRE worked with OPM creating a retirement readiness profile to help OPM comply with a mandated retirement financial literacy initiative for federal workers.
$29.00
The Benefits of Staying Productive During Retirement Elearning

The Benefits of Staying Productive During Retirement Elearning

*1.5 hours of CRC® CE*
There are important benefits to staying productive during retirement when productivity is defined as paid work, care giving, and volunteering.
$29.00
The Benefits of Staying Productive During Retirement  MP3 & Handout

The Benefits of Staying Productive During Retirement MP3 & Handout

*1.5 hours of CRC® CE*
There are important benefits to staying productive during retirement when productivity is defined as paid work, care giving, and volunteering.
$18.95
The Concept of Retirement Readiness Elearning

The Concept of Retirement Readiness Elearning

*1.5 hours of CRC® CE*
With the first Baby Boomers approaching retirement, the Concept of “Retirement Readiness” is on center stage. Does the average worker really know what it takes to be retirement ready?
$29.00
The Concept of Retirement Readiness MP3 Audio

The Concept of Retirement Readiness MP3 Audio

*1.5 hours of CRC® CE*
With the first Baby Boomers approaching retirement, the Concept of “Retirement Readiness” is on center stage. Does the average worker really know what it takes to be retirement ready?
$12.95
The Concept of Retirement Readiness  MP3 & Handout

The Concept of Retirement Readiness MP3 & Handout

*1.5 hours of CRC® CE*
With the first Baby Boomers approaching retirement, the Concept of “Retirement Readiness” is on center stage. Does the average worker really know what it takes to be retirement ready?
$18.95
What Color Is Your Parachute? FOR RETIREMENT Video

What Color Is Your Parachute? FOR RETIREMENT Video

*1.5 hours of CRC® CE*
Retirement well-being requires the application of relevant concepts from varied disciplines such as economics, medicine, psychology and other fields.
$29.00
"What You Need to Know About Managing Your Retirement Income" MP3

"What You Need to Know About Managing Your Retirement Income" MP3

If you're in your early to mid career and want to build a solid financial foundation, this course is for you! You’ll calculate your net worth, set meaningful goals, learn how to reduce debt, create a spending plan (budget), and more!
$9.95
Women and Retirement Elearning

Women and Retirement Elearning

*1.5 hours of CRC® CE*
Because 70% of people over age 65 living in poverty are women, we offer a special web course for everyone entrusted with assisting this unique part of our society achieve retirement success.
$29.00
Women and Retirement MP3 Audio

Women and Retirement MP3 Audio

*1.5 hours of CRC® CE*
Because 70% of people over age 65 living in poverty are women, we offer a special web course for everyone entrusted with assisting this unique part of our society achieve retirement success.
$12.95
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