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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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“Spend Safely in Retirement Strategy” – Steve Vernon – Takeaway #2 for Consumers

“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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Where Senior Living and Retirement Planning Intersect, Opportunities Emerge – Brad Breeding – Takeaway #3 for Advisors

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 […]

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Where Senior Living and Retirement Planning Intersect, Opportunities Emerge – Brad Breeding – Takeaway #1 for Advisors

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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