11/16/2023 Aging and the Impact of Cognitive Impairment on Retirement: How to Detect it and What to Do for Your Clients Live Webinar at 2-3 PM EST Buy now for $29 Overall Rating: Not yet rated /5 Approximately 25% of adults aged 65 and older are living with either Mild Cognitive Impairment or Alzheimer’s disease/related […]
10/23/2023 The “Shadow Caregiving System” Rebroadcast at 1-2 PM EDT Buy now for $29 Overall Rating: 4.3 /5 The “Shadow Caregiving System” – Carroll Golden What is the “Shadow Caregiving System”? How is it affecting multiple generations’ financial stability and investments? Incorporating extended or long-term care in a financial plan requires a difficult conversation. Starting […]
Women Vulnerable in Retirement: Housing Wealth Solutions Buy now for $29 Overall Rating: 4.4 / 5 Women Vulnerable in Retirement: Housing Wealth Solutions – Shelley Giordona Women face unique challenges in retirement such as living longer than their spouse, earning less during their career, experiencing gray divorce or solo aging. Most retired women are homeowners. […]
How to Use Reverse Mortgages to Secure Your Retirement Buy now for $29 Overall Rating: 4.3 / 5 Fitting Home Equity into a Retirement Income Strategy – Wade Pfau How can reverse mortgages be used to better secure retirement? In the early days, reverse mortgages were generally treated as a last resort option after other resources […]
Helping Clients Provide for Their Child and Protect Their Retirement with Special Needs Planning – Trusts, Benefits and ABLE Buy now for $29 Overall Rating: 4.9 / 5 Helping Clients Provide for Their Child and Protect Their Retirement with Special Needs Planning – Derek Graham Parents of a child with developmental disabilities have a variety […]
Cryptocurrency Investments – What Financial Advisors and Planners Need Know to Avoid Legal Actions Buy now for $29 Overall Rating: 4.4 / 5 The Internal Revenue Code (Code) and the Employee Retirement Income Security Act of 1974 (ERISA) do not prohibit the use of cryptocurrency as an investment option in a 401(k) plan. Fidelity Investments […]
10/03/2023 Protecting Seniors from Identity Theft and Scams Rebroadcast at 3-4 PM EDT Buy now for $29 Overall Rating: 4.5 / 5 Protecting Seniors from Identity Theft and Scams – Steve Weisman Seniors are particularly vulnerable to being scammed and becoming victims of identity theft. Elder fraud is a huge problem that costs seniors more […]
Age Wave: Meeting the Elder Planning Needs of Today’s Retiree Buy now for $29 Overall Rating: 8.4 / 10 Age Wave: Meeting the Elder Planning Needs of Today’s Retiree – Bob Mauterstock The fastest growing age group in the U.S. are people over age 85, and more than $40 trillion of their assets will be […]
Advance Planning for Clients with Health Savings Accounts (HSAs) and Medicare Buy now for $29 Overall Rating: 4.0 / 5 Advance Planning for Clients with Health Savings Accounts (HSAs) and Medicare – Kelley Long For clients wishing to contribute to a Health Savings Account beyond age 65 due to eligible group health plan coverage, navigating […]
04/23/2023 5 Critical Social Security Concepts You Need to Know to Elevate Your Credibility Rebroadcast at 2-3 PM EDT Buy now for $29 Overall Rating: 4.9 / 5 5 Critical Social Security Concepts You Need to Know to Elevate Your Credibility – Heather Schreiber Social Security is the foundation of a solid retirement income plan. […]
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 […]