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Retirement Resource Center
Where today's experts help you secure retirement
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. They can be more retirement secure and …
Buy now for $29 Overall Rating: 4.9 / 5 The Psychology of Retirement – Robert Laura What if your biggest retirement threat is not inflation, health care costs, or running out of money? While these are important, each one pales in comparison to running out of family, friends, good health, and retirement happiness. It is …
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 in a 401(k) plan. Fidelity Investments will offer participants the option to put bitcoin in their 401(k)s by the middle …
Buy now for $29 Overall Rating: 4.8 / 5 Medicare Mastery: Integration Strategies for Comprehensive Financial Planning – Ari Parker Medicare’s complex structure can have a significant impact on your client’s retirement plan. It is important for advisors to use a Three P’s method when helping clients choose between traditional Medicare and Medigap Plans, and Medicare …
Buy now for $29 Overall Rating: 4.5 / 5 Strategies for the Great Wealth Transfer – Tiffany House The great wealth transfer is happening over the next 10-25 years, yet many advisors miss crucial opportunities to not only assist their clients but also to strengthen relationships and engage the next generation. It is important for …
Buy now for $29 Overall Rating: 4.3 / 5 View a short clip of this presentation on YouTube. Estimating the True Cost of Retirement – David Blanchett Retirement is the most expensive “purchase” faced by most individuals. To properly forecast the value of assets during retirement, it is important to consider several other variables when …
Buy now for $29 Overall Rating: 4.7 / 5 Incorporating the Housing Asset in Retirement Planning – Shelley Giordano For middle-income retirees, home equity is the largest asset they have after the present value of their Social Security and pension benefits (working in retirement is 3rd; retirement savings is 4th). In a time when lifetime income …
Buy now for $29 Overall Rating: 4.7 / 5 AI in Action: Exploring the Use of ChatGPT in Retirement Planning – Eric Ludwig 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 efficiency, they also present challenges in …
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 that 20%-40% of their hard-earned proceeds will …
Buy now for $29 Overall Rating: 4.4 / 5 Understanding How Different Types of Annuities Work – Wade Pfau Annuities with lifetime income provisions offer risk pooling, which tends to be underappreciated as a unique source of returns that is unavailable for an investment portfolio. But there are many types of annuities in the marketplace …
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 of financial implications to consider. From waivers to government benefit programs, parents need to understand how their actions (or …
Buy now for $29 Overall Rating: 4.8 / 5 Grief Literacy for Financial Advisors – Kathi Balasek, MA As baby boomer women outlive their husbands, it will change who makes the financial decisions for an increasing percent of an advisor’s client base. Financial advisors who work with women and/or current widows may be ill-equipped in …
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