by Danny L Quant, FIA, Zorast Wadia, FSA, MAAA, EA, and Daniel Theodore, FSA, MAA
Editor’s note: After almost 25 years in employee and consumer financial planning and retirement education, it’s clear to me the importance of plan design in overcoming behavioral finance issues and lack of financial literacy. In the future, it will be […]
by Michael Finke, Ph.D., CFP®, Wade D. Pfau, Ph.D., CFA, David M. Blanchett, CFA, CFP®
Editor’s Note: I have been concerned for several years about the effect of low interest rates on retirees and what will happen to their bond investments once interest rates are not artificially suppressed. I’ve also long held that the 4% rule is not […]
Retirement income planning is the most important trend in the financial planning industry today, and it requires a new type of qualified retirement professional who can manage income at the start of and throughout retirement for middle-affluent and middle-mass clients. This article explains a six-step retirement income management process jointly developed by the Continue Reading →
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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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