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Retiring Into a Shaky Market? Think Long Term Anyway

The New York Times
Mar 11, 2020

Conventional wisdom dictates that most people entering retirement should minimize risk in their investment portfolios and dump stocks for more stable assets. However, with recent market turmoil in the headlines and retirees worried, alternative strategies may be needed.

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Tax Tip Tuesday: Five Tips Your Clients Need This Tax Season, Part 2

Mar 10, 2020

Once again, March has arrived, and for most people that means they’ve arrived squarely in the middle of tax season.

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Amid Market Chaos, Strategies for your Retirement Savings

The Wall Street Journal
Mar 07, 2020

As the ongoing coronavirus crisis takes the stock market for a wild ride, people saving toward or already in retirement are getting nervous about how secure their planned income will last. 

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Retirement Investors Staying the Course Despite Coronavirus Worries: Survey

ThinkAdvisor
Mar 06, 2020

With the coronavirus spreading around the world and wreaking havoc with global financial markets, one community that’s feeling the biggest impact is those saving up for retirement.

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Survey Says a Dose of Planning Soothes Market Nerves

Forbes
Mar 05, 2020

Recent events in financial planning, including the coronavirus outbreak and market downturn, have brought renewed focus to how advisors work with their clients to save for retirement--and the overwhelming response has been by staying put.

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CFP® Exam Prep: Your Guide to Success

Mar 05, 2020

The CERTIFIED FINANCIAL PLANNER™ (CFP®) designation is a major milestone in any financial planning professional's career.

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How You Should Rethink Your Retirement Plan After This Week’s Interest Rate Cut

Time
Mar 05, 2020

As coronavirus fears continue to drive widespread volatility and uncertainty in financial markets, the U.S. Federal Reserve Board recently acted to combat financial disruption by slashing interest rates down from their already historic lows.

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2020 RICP® Market Volatility Flash Survey - Results Are In

Mar 04, 2020

Can retirement plans withstand market uncertainty? Two in three Retirement Income Certified Professional

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Here’s Why the Coronavirus May Clobber Your Retirement Plans

CNBC
Mar 03, 2020

As the coronavirus outbreak continues around the world, stock markets have plunged and many people are becoming worried the economic troubles will upset their retirement plans.

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Tax Tip Tuesday: Five Tips Your Clients Need This Tax Season, Part 1

Mar 03, 2020

Once again, March has arrived, and for most people that means they’ve arrived squarely in the middle of tax season.

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