By Betty Meredith, CFA®, CFP®, CRC®
The Society of Actuaries’ Committee on Post Retirement Needs and Risks recently completed a significant series of planning briefs to help consumers make more informed retirement decisions.
Drawing upon the expertise of prominent retirement professionals, the result […]
Introduction: Since 2008, the financial atmosphere around the world has been in constant change. The 2008 downturn experienced in the United States has been followed by a rollercoaster-like recovery period. And this financial turmoil includes worldwide economic chaos, as well as the U.S. debt ceiling crisis in the summer of 2011. To measure the effects […]
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 […]
The Impact of Retirement Risks on Women Study was sponsored by WISER and the Society of Actuaries’ (SOA) Post Retirement Needs and Risks Committee (see description of both organizations at the end of this article). InFRE has been an active member of this committee since […]
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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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