Posts Tagged retirement counseling

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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Managing Mid-Market Retirement Risks

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 they plan for their […]

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Posted in: Medical and Long-term Care Planning, PROTECT the Plan from Retirement Risks, Retirement Income Planning and Spending

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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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Can Annuity Purchase Intentions Be Influenced?

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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Posted in: PROVIDE Retirement Income, Retirement Investing and Investments

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