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The Best Books to Help You Pay off Debt

Aug 20, 2019

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The Secret To Retirement Income Drawdowns

Sep 10, 2019

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One Target-Date Fund Is Enough. Except When It Isn’t

Sep 14, 2019

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Silver Divorce: Retirement Income Planning for Late Life Divorcees

Mar 15, 2017

Silver divorce – divorce among adults aged 50 and older – is booming.

5 Reasons Why Women Should Work In Financial Services

Mar 02, 2016

It’s no secret that financial services is a predominantly male field. This knowledge may deter women from entering the industry, or they may not realize the numerous benefits of becoming a financial advisor.

How Much of Your Client's Retirement Income Should Be From a 401k?

Dec 28, 2016

As fewer retirees receive retirement income from traditional pension plans, the role of 401(k) plans is becoming more important.

Finding the Right Balance of Risk for Your Clients

May 31, 2017

Risk is the degree or percentage of possibility that something bad or unpleasant will happen. Ascertaining the appropriate level of risk for an investor is an activity that must be done prior to choosing investments or deciding on asset allocation.

The RICP Advantage - Discover the Leader in Retirement Planning Designations

Feb 15, 2016

Are your clients ready to retire? And more importantly, are you prepared for their retirement? How you answer the latter will have a huge impact on the success of your client’s retirement plans.

Annuities in Retirement Income Planning

May 09, 2017

In this series of interviews, professor Jamie Hopkins and I talk with retirement income expert Curtis Cloke about using income annuities in a retirement income plan.