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Make informed retirement decisions with CE courses from today’s experts. Our individual courses and Professional Development Membership Programs are designed to serve your needs as a retirement professional in the new retirement environment which requires that advisors take a holistic approach when managing the retirement assets, income, and risks of the middle mass and mass […]
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Leave a Comment (0) →“Spend Safely in Retirement Strategy” by Steve Vernon Takeaway #3: What are some refinements to the Spend Safely in Retirement Strategy that might allow some access to savings? Part One of the “Spend Safely in Retirement Strategy” is optimizing Social Security. You want retirement checks that are reliable, guaranteed for the rest of your life, […]
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Leave a Comment (0) →“Spend Safely in Retirement Strategy” by Steve Vernon Takeaway #2: What are Options for Spending Down Retirement Savings? For most middle-income retirees, Social Security represents a substantial portion of their retirement income. What we are seeing is that anywhere from two-thirds to more than 80 percent of your income might be represented by Social Security. […]
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Leave a Comment (0) →“Spend Safely in Retirement Strategy” by Steve Vernon Takeaway #1: How Does the “Spend Safely in Retirement Strategy” Work? I always thought it was not a good idea to ask individual workers to be their own actuary and investment manager. However, I feel like we are making progress on adequate savings now through default options. […]
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Leave a Comment (0) →Takeaway #3: How to evaluate senior living opportunities Some of the things to consider before making a decision where to live in retirement: What concerns you about your future? What’s most important to you? Have you shared these concerns with your children? At this point in your life, what does peace of mind mean to […]
Read more →Takeaway #2: It is important to think about the continuum of care when planning for aging in retirement. There is a difference between the cost of care and access to care, and both need to be planned for. If we think about the cost of care, we know what care costs. Whether it’s assisted living, […]
Read more →Takeaway #1: Should I age in place or move to a retirement community? When we talk about the different choices your older Americans have, there are really two overarching choices. The first is certainly to stay in their own home. Most people want to stay in their own home. You’ve probably seen the statistics that […]
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