By Wade Pfau, Ph.D., CFA, author of academic retirement research with practical application, RetirementReseacher.com
A lot of advisors did their due diligence about reverse mortgages in the past. But the […]
By Shelley Giordano, Chair of the Funding Longevity Task Force
Below is an adaptation of the live webinar delivered by Shelley Giordano in 2016. Her comments have been edited for clarity and length.
By Ellen J. Tell
At some point in their lives, most people will need some form of ongoing assistance, often called long term care (LTC) or long-term services and supports (LTSS). This includes assistance with activities of daily living such as bathing or dressing or supervision required […]
By Kerry Prechter, Editor, Retirement Income Journal
A directory of 27 software tools accompanies this overview of the rapidly evolving retirement planning technology industry.
“Only the dead know Brooklyn,” a great novelist once wrote. Thomas Wolfe wasn’t referring to zombies; he was just […]
By Betty Meredith, CFA®, CFP®, CRC®
For the average mid-market American, home equity is their largest household asset. As retirement counselors, we need to understand options for helping retired clients appropriately use their home equity if their economic situation requires it, such as selling their home/downsizing if […]
The findings in this study are applicable to not only purchase of annuities, but all financial products as well. The more effectively we as professional retirement counselors frame the education and guidance we give consumers and employees, the more receptive, desirous and confident consumers and employees will […]
AARP is redefining the definition of long-term care for older people to include the availability of housing with services, accessible transportation, and funding of respite care for family caregivers. When my mother passed at the end of last year, I realized the importance for all these types of […]
Other past issues (earn CE for 2017, 2016, 2015 issues only)
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This article is part of the most recent issue of Retirement Insight and Trends, worth 1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, CASL and other CE. Read the entire issue and pass the online quiz to receive continuing education credit.
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