07/20/2023 The “Shadow Caregiving System” Live Webinar at 2-3 PM EDT Buy now for $29 Overall Rating: Not yet rated /5 What is the “Shadow Caregiving System”? How is it affecting multiple generation’s financial stability and investments? Incorporating extended or long-term care in a financial plan requires a difficult conversation. Starting the conversation is not […]
07/25/2023 Women Vulnerable in Retirement: Housing Wealth Solutions Rebroadcast at 3-4 PM EDT 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 […]
09/6/2023 How to Use Reverse Mortgages to Secure Your Retirement Rebroadcast at 2-3 PM EDT 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 […]
05/31/2023 Bonds Away! How Fixed Income Can Play an Integral Role in Any Retirement Strategy Live Webinar at 12-1 PM EDT 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 […]
09/11/2023 Retire with More – Tax-Advantaged Business Sales Rebroadcast at 1-2 PM EDT 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 […]
07/06/2023 Helping Clients Provide for Their Child and Protect Their Retirement with Special Needs Planning – Trusts, Benefits and ABLE Rebroadcast at 2-3 PM EDT 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 […]
Critical Rules for Moving Retirement Accounts: Transfers, Rollovers, Roth IRA, and In-plan Conversions Buy now for $29 Overall Rating: 4.5 / 5 Critical Rules for Moving Retirement Accounts Transfers, Rollovers, Roth IRA, and In-plan Conversions – Denise Appleby One of the most inevitable transactions that will occur in a retirement account is movement of assets, […]
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 […]
06/19/2023 Determining Your Client’s Retirement Income Style Rebroadcast at 1-2 PM EDT Buy now for $29 Overall Rating: 4.5 / 5 Determining Your Client’s Retirement Income Style – Wade Pfau As the baby boomers reach retirement, advisors must solve new problems for clients who aim to sustain their lifestyle over an unknown horizon. Multiple retirement income […]
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 […]
Social Security GPO: FOMO, IDK or LOL?? Buy now for $29 Overall Rating: 4.5 / 5 Employees who work for a Social Security exempt agency for some or all of their career may be impacted by the Government Pension Offset (GPO). Workers and their employers need to understand the financial impact of the GPO on […]