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Retirement Resource Center - retirement education and training for financial professionals, their clients and consumers

Retirement Resource Center

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3. PROVIDE Retirement Income

Adaptative-based Retirement Spending

December 1, 2023 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.4 / 5 Adaptive-based Retirement Spending – Jamie Hopkins In an era of evolving financial landscapes, technological enhancements, and uncertain market conditions, traditional retirement income strategies like the 4% distribution strategy may no longer suffice. In fact, most of our planning today is too binary, focused on success and …

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No Portfolio Is An Island – David Blanchett

No Portfolio Is An Island

December 1, 2023 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.3 / 5 View a short clip of this presentation on YouTube. No Portfolio is an Island – David Blanchett Gain insight into how important it is that we help our clients prepare financially for retirement by considering their total wealth, and not only their investable assets. Financial assets, …

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David Blanchett PhD, CFA, CFP, Guaranteed Income: The Forgotten Household Asset

Guaranteed Income: The Forgotten Household Asset

December 1, 2023 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.6 / 5 Guaranteed Income: The Forgotten Household Asset – David Blanchett Guaranteed income is the largest financial asset for most retirees, yet it’s role in a financial plan is generally quite minor, treated simply as a cash flow that can be used to fund the retirement liability. Explore …

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Through the Looking Glass: Three Popular Retirement Income Philosophies

December 1, 2023 by Admin Retirement Resource Center

Buy now for $29 Through the Looking Glass: Three Popular Retirement Income Philosophies – Jamie Hopkins Overall Rating: 4.4 / 5 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 most popular retirement income strategies today are 1) flooring, …

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Impact of Retirement Age Uncertainty on Retirement Outcomes - David Blanchett

Impact of Retirement Age Uncertainty on Retirement Outcomes

December 1, 2023 by Admin Retirement Resource Center

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 retirement savings for individuals who retire at earlier …

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Advance Care Planning: A Critical Component for Building Client Relationships

November 17, 2023 by Webmaster Retirement Resource Center

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 …

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Advanced Strategies for Using Housing Wealth to Improve Financial Outcomes in Retirement

November 17, 2023 by Admin Retirement Resource Center

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 …

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Advanced Annuity and Tax Strategies for Retirement Income

November 17, 2023 by Admin Retirement Resource Center

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 …

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