Redefining the Optimal Retirement Income Strategy Buy now for $29 Overall Rating: 4.7 / 5 Despite significant advances in computing power and a relatively extensive body of research on the nature of retirement, assumptions in retirement research and income planning tools have evolved only modestly over the last 30 years. Improving our retirement income models […]
12/07/2023 AI in Action: Exploring the Use of ChatGPT in Retirement Planning Live Webinar at 2-3 PM EST Buy now for $29 Overall Rating: Not yet rated / 5 The retirement planning landscape is rapidly evolving with the advent of AI technologies. While these tools, like ChatGPT, offer promising enhancements in client communication and operational […]
Snowbirding – Living in More Than One Location in Retirement 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 […]
Retirement Income Using Charitable Strategies Buy now for $29 Overall Rating: 4.6 / 5 Retirement Income Using Charitable Strategies – Tiffany House There are many options to help your clients with retirement income, and charitable tools are a hot topic after the Secure 2.0 Act. In this presentation, we will explore tools that can enhance […]
12/27/2023 Investing for Prosperity and Posterity: Building an ESG Retirement Portfolio Rebroadcast at 1-2 PM EST Buy now for $29 Overall Rating: 4.6 / 5 Investing for Prosperity and Posterity: Building an ESG Retirement Portfolio – Russell Wild Many seniors are desiring, and some demanding, that their portfolios not only perform well, but do good. […]
SECURE Act’s Definitive Roadmap to Distribution Options for Inherited IRAs Buy now for $29 Overall Rating: 4.5 / 5 SECURE Act’s Definitive Roadmap to Distribution Options for Inherited IRAs – Denise Appleby The proposed RMD regulations contradict industry interpretations of the SECURE Act regarding the distribution option for beneficiaries of IRAs and employer plans. However, […]
The “Shadow Caregiving System” 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 […]
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 […]
Bonds Away! How Fixed Income Can Play an Integral Role in Any Retirement Strategy Buy now for $29 Overall Rating: 4.4 / 5 Bonds Away! How Fixed Income Can Play an Integral Role in Any Retirement Strategy – Wade Russell Unlike stocks, which date back only several hundred years, bonds go back many thousands. The […]
Retire with More – Tax-Advantaged Business Sales Buy now for $29 Overall Rating: 4.6 / 5 Retire with More – Tax-Advantaged Business Sales – Tiffany House We are entering the largest wealth transfer in history as the baby boomers get ready to retire and leave their legacy. Many business owners are shocked when they realize […]
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 […]