Annuities in Retirement Income Planning
In this series of interviews, professor Jamie Hopkins and I talk with retirement income expert Curtis Cloke about using income annuities in a retirement income plan. The...
The Impact of Retirement Age Uncertainty on Retirement Outcomes study encourages planners to consider modeling early retirement to ensure clients are prepared.
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In this series of interviews, professor Jamie Hopkins and I talk with retirement income expert Curtis Cloke about using income annuities in a retirement income plan. The...
The rate of silver divorce – divorce among Americans aged 50 and older – has doubled since 1990. There is a significant emotional cost to ending a long term marriage, but...
The 2017 RICP® Retirement Income Literacy Survey once again reminded us that consumers do not know a lot about retirement income planning. Three-fourths of the 60- to 75-year-old...
Divorce has financial consequences at any age, but the impact upon silver divorcees – divorcees aged 50 and above – can be particularly severe. With the number of couples...
Most retirement age Americans display a worrying lack of knowledge about what it takes to actually retire, with three in four failing to pass a quiz on how to make their nest eggs...
According to researchers, the rate of Silver Divorce – divorce between spouses aged 50 and above – doubled between 1990 and 2010. After divorce, each partner’s share of marital...
In 2016, several Social Security claiming strategies for couples were eliminated, and the result of this event caused advisors to rethink traditional withdrawal strategies. In...
In this week’s retirement blog series, we revisit a discussion with Anna Rappaport and an article she wrote called “Improving Retirement by Integrating Family, Friends, Housing...
This week we are posting a series of videos discussing a number of issues to consider when building a retirement income practice. This includes interviews with three different...