Archive for Retirement Counseling/Coaching

Effective One-to-One Communication for Advisors and Retirement Counselors

By Joseph Tabers, CSP, President of Productive Training, Inc. The need for information and good communication is so essential for clients and people today to provide reassurance, and sometimes, peace of mind. We’re going to review some proven techniques for enhancing communication effectiveness face-to-face, in meetings or over the phone, and online and any other […]

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

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Understanding Communication Styles for More Effective Client Relations

By Joseph Tabers, CSP, President of Productive Training, Inc. Understanding communication styles for more effective client relations is simply better understanding and preparing to adapt to the variety of styles we encounter. Our first objective when communicating is first to know our self before we attempt to understand another so we can establish mutual understanding. […]

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

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Behavioral Finance: Why Do We Do the Things We Do

By Michael Wilson, CFP®, CRC®, RICP®, Integrity Financial Planning We all know there are certain things we should do, like eat right, exercise, get plenty of sleep, etc. The same is true for retirement saving: we all know we should be saving now for an unknown period of time in retirement. Multiple studies and surveys have indicated […]

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

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The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition: Challenges and Opportunities

By Dorian Mintzer, M.S.W., Ph.D., BCC, CSA One of the things that I like to share with advisers working with couples is to think about the concept of a puzzle. It’s both a noun and a verb. It’s not as if the puzzle pieces are going to fit together like a jigsaw puzzle. Think about […]

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

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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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Behavior Insights to Improve Retirement

By Jodi DiCenzo, CFA, CPA, Behavioral Finance Expert Editor’s Note: The new retirement, where public employees will assume an increased role in securing their retirement future, changes the historically passive environment of public sector retirement savings and requires a new focus on helping employees save and invest more effectively in supplemental plans.  This is a […]

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

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Is Retirement Past its Prime? The Economic & Behavioral Realities of Retirement

By Michael Falk, CFA, CRC®, Focus Financial Consulting Editor’s note: Below is an adaptation of the live webinar delivered by Michael Falk in 2014. 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 Counseling/Coaching, Retirement Income Management, Retirement Income Planning and Spending

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Is Retirement Planning Advice (versus just investing advice) in the Workplace Now a Possibility?

By Betty Meredith, CFA, CFP®, CRC® Last year I went to the new Costco in Ann Arbor, MI because I could tell that my eyesight had changed so much that it was time for new lenses. I expected a glaucoma test first, but this doctor’s assistant instead used a diagnostic machine to take several pictures […]

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Posted in: PLAN for Retirement Readiness, PROVIDE Retirement Income, Retirement Counseling/Coaching, Retirement Distributions/Withdrawals, Retirement Income Planning and Spending

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The 2013 EBRI-Greenwald Retirement Confidence Survey: Part II

By Brian Perlman, PhD, ChFC, CLU, Senior Vice President and CFO, Mathew Greenwald & Associates – Retirement Confidence Research Expert Editor’s Note: The following is the second half of an excerpt of the transcript of the live webinar Brian Perlman, PhD. provided in April, 2013 as part of the Retirement Resource Center’s Professional Development Program. […]

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Posted in: PLAN for Retirement Readiness, PROTECT the Plan from Retirement Risks, Retirement Counseling/Coaching

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The 2013 EBRI-Greenwald Retirement Confidence Survey: Part I

By Brian Perlman, PhD, ChFC, CLU, Senior Vice President and CFO, Mathew Greenwald & Associates – Retirement Confidence Research Expert Editor’s Note: The following is the first half of an excerpt of the transcript of the live webinar Brian Perlman, PhD. provided in April, 2013 as part of the Retirement Resource Center’s Professional Development Program. […]

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Posted in: PROTECT the Plan from Retirement Risks, Retirement Counseling/Coaching

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Generational Understanding and Communication

Editor’s note: the following is excerpted from InFRE’s Certified Retirement Counselor (CRC®) Study Guide, “Fundamentals of Retirement Planning.” As more people seek retirement counseling, it is critical for professionals to understand the underlying motivations, beliefs and money attitudes that are implicit in how clients and prospects make decisions. The more insight we have, the better […]

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

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Financial Literacy Around the World: An Overview

By Annamaria Lusardi and Olivia S. Mitchell Editor’s note: This excerpt is from an in-depth study of financial literacy around the world (access the entire study here), and its determination of retirement preparedness. InFRE has long held this to be the case, and therefore created the RetirAwareness Quiz (RAQ) for use with employees and clients […]

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Posted in: PLAN for Retirement Readiness, Public Sector Plans, Retirement Counseling/Coaching

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The Scientific Approach to Personal Wealth Management

By Paula H. Hogan, CFP®, CFA Editor’s note:  Being ready for retirement requires having a plan to manage the key retirement risks of longetivity, inflation, medical and long-term care, and market and interest rate risks.  Here are some good reminders from a financial planning point of view of what we as retirement couselors need to keep in mind […]

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Posted in: PLAN for Retirement Readiness, PROVIDE Retirement Income, Retirement Counseling/Coaching, Retirement Distributions/Withdrawals

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