04/2/2023 Women Vulnerable in Retirement: Housing Wealth Solutions Live Webinar at 2-3 PM EDT Buy now for $29 Overall Rating: Not yet rated / 5 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. They […]
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 […]
05/20/2023 Cryptocurrency Investments – What Financial Advisors and Planners Need Know to Avoid Legal Actions Rebroadcast at 2-3 PM EDT 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 […]
Protecting Seniors from Identity Theft and Scams 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 than 3 billion dollars a year. […]
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 […]
Takeaway #3: How to evaluate senior living opportunities Some of the things to consider before making a decision where to live in retirement: What concerns you about your future? What’s most important to you? Have you shared these concerns with your children? At this point in your life, what does peace of mind mean to […]
Takeaway #2: It is important to think about the continuum of care when planning for aging in retirement. There is a difference between the cost of care and access to care, and both need to be planned for. If we think about the cost of care, we know what care costs. Whether it’s assisted living, […]