Retirement InSight and Trends is the quarterly newsletter for the International Foundation for Retirement Education’s Certified Retirement Counselors® (CRC®s) to help retirement professionals with the practical application of new retirement readiness, counseling, planning and income management concepts for the mid-market. Find out more about the CRC® and
By Wade Pfau, Ph.D., CFA, author of academic retirement research with practical application, RetirementReseacher.com
A lot of advisors did their due diligence about reverse mortgages in the past. But the research and the public policy changes over the […]
This presentation was delivered in live webinar format in 2016. David’s comments have been edited for clarity and length.
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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 […]
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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.
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