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Why Social Security’s Inflation Protection Is Priceless

Oct 14, 2022

In a volatile financial market, protected sources of retirement income like Social Security have become indispensable tools for retirees.

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5 Key Questions to Ask When Deciding Whether to Rent or Own in Retirement

Oct 11, 2022

Many people at or near retirement face a dilemma: where and how will they live? While owning a home and renting can each be attractive for different reasons, RICP® Program instructor Steve Parrish says you should ask yourself some basic questions to determine the answer.

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About That 5-Year Gender Longevity Gap…

Sep 30, 2022

When considering how much money clients may need in retirement, conventional life expectancy differences between men and women may no longer apply–that’s according to new research from WMCP® Program faculty members Michael Finke and David Blanchett.

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Reset Your Retirement Calculator Now for Today’s Bleaker Stock Markets and Make Sure You’re Still on Track

Sep 27, 2022

While most financial advisors tell clients not to follow stock markets too closely, certain key factors may be necessary for people to tell how able they are to afford retirement.

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4 Ways Women Can Prepare Their Finances for Unexpected Life-Changing Events

Sep 26, 2022

For women, planning for the financial future can be more complicated than for men. Hilary Fiorella, Executive Director of the American College Center for Women in Financial Services, says one thing women can do to ensure their security is to create a solid estate plan.

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As the Market Falls, New Retirees Need a Plan

Sep 26, 2022

The strength of most retirement plans is often subject to market conditions–and when the market dips, retirees may need to think carefully about how they draw down their assets.

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