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Want a Happy Retirement? Here’s What Experts Say You Need to Do

CNBC
Sep 24, 2021

As many experts have observed, Americans at or nearing retirement can sometimes focus so much on continuing to save and not draw down their assets that they may not live like they always planned to live in retirement.

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Don’t Want to Fully Retire? Here’s When Phased Retirement May Work

CNBC
Sep 22, 2021

In today’s uncertain economic environment, the idea of quitting a job “cold turkey” and moving straight to a life in full retirement can be daunting for clients. Many advisors are now counseling people to more gradually reduce their work hours, prolonging their income streams.

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A Prolonged Stock Market Pullback Can Pose a Big Risk Early in Retirement. Here’s What to Know

CNBC
Sep 21, 2021

In the current world of stock market uncertainty, those preparing for retirement can face potential problems if the value of their assets dip unexpectedly.

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10 Best Financial Certifications

U.S. News and World Report
Sep 16, 2021

In the modern financial services industry, many see the value of additional designations as showcasing an advisor’s mastery of diverse topics and broadening their client appeal—but there are dozens of different designations to choose from.

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An Unexpected Lesson In Love

InsuranceNewsNet
Sep 01, 2021

Life insurance is often leveraged to ensure guaranteed income in retirement and to provide financial security, but one can never tell when disaster will strike and those benefits could save lives and livelihoods.

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Americans are Behind on Saving for Retirement. Here’s How to Get on Track

CNBC
Sep 01, 2021

According to multiple studies, Americans are lagging behind where they should be in terms of retirement planning at all levels—but there are a few things advisors and clients can do to help secure their financial future.

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Two New Tools For Calculating Your Retirement Income

Forbes
Aug 30, 2021

The COVID-19 pandemic and the wave of early retirements it has caused are bringing concerns about retirement income back to the forefront of many consumers’ minds.

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5 Key Financial Metrics When Evaluating a HECM Reverse Mortgage

The Street
Aug 24, 2021

When considering sources of income in retirement, housing wealth can represent a largely untapped potential asset. But what do you need to know before advising clients at or near retirement on using that wealth for something like a reverse mortgage?

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How to Reset Retirement Plans to Weather a Downturn

NerdWallet
Aug 23, 2021

While financial markets are looking good at the moment, the longer the current run goes on, the more people start to worry about future retirement prospects when things may not be so good.

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How Annuities Provide Tax-advantaged Investment Returns

The Street
Aug 06, 2021

Much ink has been used in recent years about the benefits of utilizing insurance products as part of a retirement plan.

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