Care Planning Prevents Tearing Families Apart Buy now for $29 Overall Rating: 4.3 /5 Care Planning Prevents Tearing Families Apart – Carroll Golden These are the days of unpredictable retirement health care needs. As a result, individuals and families are faced with planning for “discordant retirements” with the added challenges of the impact on family […]
Are Health Savings Accounts better than a 50% employer-match on a 401(k)? Buy now for $29 Overall Rating: 4.2 / 5 Are Health Savings Accounts better than a 50% employer-match on a 401(k)? – Greg Geisler Health Savings Accounts (HSAs) are quasi-retirement accounts because of the ability to save tax at contribution, not be taxed […]
Social Security GPO: FOMO, IDK or LOL?? Buy now for $29 Overall Rating: 4.5 / 5 Employees who work for a Social Security exempt agency for some or all of their career may be impacted by the Government Pension Offset (GPO). Workers and their employers need to understand the financial impact of the GPO on […]
Social Security WEP: FOMO, IDK or LOL?? Buy now for $29 Overall Rating: 4.8 / 5 Social Security WEP: FOMO, IDK or LOL?? – Michael Wilson Employees who work for a Social Security exempt agency for some or all of their career may be impacted by the Windfall Elimination Provision (WEP). Workers and their […]
Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects Buy now for $29 Overall Rating: 4.3 / 5 Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects – Heather Schreiber Social Security is a very real part of the retirement income for the majority of Americans. As financial professionals, […]
Adapting Your Communication Style for More Effective Client Relations Buy now for $29 Overall Rating: 4.6 / 5 Adapting Your Communication Style for More Effective Client Relations –Joseph Tabers Good communication is the cornerstone to good client relations. There are a variety of communication styles, and understanding the differences can go a long way toward […]
A Holy Grail of Retirement: How to increase income and growth while improving liquidity Rebroadcast Buy now for $29 Overall Rating: 4.1 / 5 A Holy Grail of Retirement: How to increase income and growth while improving liquidity – Curtis Cloke Understanding what retirees want and what keeps them up at night are major elements […]
02/01/2023 Advance Care Planning: A Critical Component for Building Client Relationships Rebroadcast at 12-1 PM EST Buy now for $29 Overall Rating: 4.7 / 5 Advance Care Planning: A Critical Component for Building Client Relationships – Paul Malley Each day, 10,000 people turn 65. As the population ages, there are more life transitions to assist […]
Through the Looking Glass: Three Popular Retirement Income Philosophies Buy now for $29 Overall Rating: 4.4 / 5 Through the Looking Glass: Three Popular Retirement Income Philosophies – Jamie Hopkins Providing comprehensive retirement income planning services helps separate your practice from the pack, keep clients for life, and get them through retirement securely. The three […]
03/29/2023 Estimating the True Cost of Retirement Rebroadcast at 12-1 PM EDT Buy now for $29 Overall Rating: 4.3 / 5 View a short clip of this presentation on YouTube. Estimating the True Cost of Retirement – David Blanchett Retirement is the most expensive “purchase” faced by most individuals. To properly forecast the value of […]
A Platinum Retirement Challenge – Gray Divorce Buy now for $29 Overall Rating: 4.5 / 5 A Platinum Retirement Challenge – Gray Divorce – Lili Vasileff Every 10 seconds a Boomer turns 60 years old. Gray divorce is what many boomers face. Among U.S. adults over age 50, the divorce rate has doubled since 1994. […]
Impact of Retirement Age Uncertainty on Retirement Outcomes Buy now for $29 Overall Rating: 4.5 / 5 Impact of Retirement Age Uncertainty on Retirement Outcomes – David Blanchett While encouraging planners to consider modeling early retirement to ensure clients are prepared, Blanchett’s award-winning research addresses the implications of retirement age assumptions and the impact on […]