Here’s an Easy, Low-Cost Way to Build a Retirement Plan Like the Pros

The American College of Financial Services
July 5, 2020

How does a financial advisor begin to help aging clients plan for their retirement, especially in the midst of market upheaval? The solution may be simpler than it first appears.

RICP® program director Wade Pfau says a common-sense combination of Social Security and savings could be the key to set up a retirement income floor covering basic needs and adding in an investment portfolio for discretionary spending. For more, check out this article from CNBC.

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Baby Boomers are retiring at an unprecedented rate, meaning that more and more Americans are facing the challenge of using their investments to maintain their quality of life. For them, the usual investment advice no longer applies. They need the unique strategies you can learn through the three-course Retirement Income Certified Professional® (RICP®) designation program. Help your clients thrive while growing your career.

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