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Retirement Resource Center
Where today's experts help you secure retirement
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 for financial professionals to resolve and solve for their pre-and-post retiree clients. It is important …
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 in helping clients navigate complex health and financial issues. An overlooked aspect of an advisor’s role …
Buy now for $29 Overall Rating: 4.6/ 5 Advanced Strategies for Using Housing Wealth to Improve Financial Outcomes in Retirement – Barry Sacks As clients retire, and hence end the receipt of regular income from employment or professional activity, cash flow considerations become paramount. Indeed, studies have shown that for most retirees, the concern about …
Buy now for $29 Overall Rating: 4.2 / 5 Advanced Strategies for Using Housing Wealth to Improve Financial Outcomes in Retirement – Curtis Cloke Managing market volatility and longevity risk are two well-known and highly visible risks easily defined. Less known or perceived risks may include, fee-drag, tax-drag, provisional income tax calculations that determine how …
Advisor’s Guide to Health Savings Accounts: Differentiate Yourself Buy now for $29 Overall Rating: 4.7 / 5 Advisor’s Guide to Health Savings Accounts: Differentiate Yourself – Kelley Long Funding healthcare costs and long-term care in retirement is a key concern for most Americans. Using retirement accounts for healthcare expenses stymies tax and income planning for …
Buy now for $29 Overall Rating: 4.7 / 5 The Value of Safe Home Care – Phil Bongiorno The number of families utilizing home care services continues to grow in the United States. A greater number of family caregivers who are caring for a loved one with a chronic or debilitating health condition are turning …
Buy now for $29 Overall Rating: 4.7 / 5 Snowbirding – Living in More Than One Location in Retirement – Steve Parrish As our clients prepare for retirement, many dream of splitting their time among residences. Because of weather, family, or wanderlust, they want to spend their retirement years in more than one locale. The …
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 the conversation is not enough. Regardless of how a client …
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 the rules of enrolling in Medicare later are fraught with confusion. …
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 transferred to the next generation by 2050. However, over 90% …
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 anticipated and unanticipated limited, extended, or …
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