By Brian Perlman, PhD, ChFC, CLU, Senior Vice President and CFO, Mathew Greenwald & Associates – Retirement Confidence Research Expert
The following is the […]
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, […]
By Betty Meredith, CFA®, CFP®, CRC®
The financial industry generally classifies a client’s risk tolerance by their capability to assume investment risk. When retirement planning for the mid-market, retirement counselors need to prioritize a client’s ability to protect against the additional primary risks of inflation, longevity, health and long-term care before […]
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 […]
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 be to take steps to improve their retirement […]
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