Retirement income planning is complex, as it requires breaking down the silos of retirement plan […]
By John Salter, PhD, CFP®, AIFA®, Associate Professor, Personal Financial Planning, Texas Tech University
Many retirement professionals are concerned about the retirement security of the mid-market. Home equity is the average retiree’s second largest household asset […]
Center for Retirement Research Issues Brief, June 2012, Number 12-11
By Alicia H. Munnell, Natalia Sergeyevna Orlova, and Anthony Webb*
Financial planners devote considerable energy to advising Americans how to invest their retirement savings. Of course, wise investment of one’s hard-earned money is important. But the fact is that many Americans have saved very […]
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 access to their equity isn’t feasible, or alternatives […]
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