Archive for March, 2015

Welcome to InFRE’s March, 2015 Issue of Retirement Insight and Trends

Retirement InSight and Trends is the quarterly newsletter for the International Foundation for Retirement Education’s Certified Retirement Counselors® (CRC®s) to help retirement professionals stay abreast of what’s happening in the field of retirement readiness, counseling, planning and income management. Find out more about the CRC® and InFRE here. This issue is no longer eligible for […]

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Posted in: Quarterly Issue Home Page

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March, 2015 InFRE Update: Welcome Our New Board of Standards and Standing Committee Members

by Kevin Seibert, CFP®, CEBS, CRC®, Managing Director, InFRE The Board of Standards and Policy Development (BOS), the policy-making and oversight body of Certified Retirement Counselor® (CRC®) Certification, recently chose two individuals to serve on the BOS beginning in January, 2015. We extend our congratulations and sincere thanks to Sherry Keegan, CRC®, Keegan Wealth Management & […]

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Posted in: The InFRE Update

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What’s Trending in the Field of Aging: Connecting the Dots with Financial Services

By Sandra Timmermann, Ed.D, Gerontologist, Integrating Aging and Business Strategies Editor’s note: Sandy and I met about ten years ago while serving on a Society of Actuaries’ Post Retirement and Needs Committee project.  She directed the MetLife Mature Market Institute for 17 years, and has unique insights into both the gerontology and financial aspects of meeting the […]

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Posted in: PLAN for Retirement Readiness, Successful Aging

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What Color is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness

By John E. Nelson, Purposeful Retirement Advocate, Author & Coach Editor’s note: When I graduated from college with a finance degree – a LONG time ago – I purchased the book “What Color is Your Parachute?” to help me determine which area of finance I wanted to pursue. I loved the practicality of the book […]

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Posted in: PLAN for Retirement Readiness, Retirement Counseling/Coaching, Successful Aging

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Off With Your (Rules of) Thumbs!

By Michael Falk, CFA, CRC®, Focus Financial Consulting Editor’s note: Below is an adaptation of the live webinar delivered by Michael Falk in 2015. Michael’s comments have been edited for clarity and length. You can view a short YouTube clip of the original presentation here. You may also choose to take the full length course, […]

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Posted in: PROVIDE Retirement Income, Retirement Income Planning and Spending

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Introduction to Managing Retirement Income

By Kevin Seibert, CFP®, CEBS, CRC®, Managing Director, InFRE  There are key questions to answer for clients, and you can also ask certain employees if that’s appropriate based on whom you’re working with. The key questions to ask clients and employees when creating retirement income solutions are: What’s different about retirement? How prepared they are? What […]

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Posted in: PROVIDE Retirement Income, Retirement Income Planning and Spending

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