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Retirement

Silver Divorce and Retirement Income Planning: Social Security

This installment, number three of the six-part Silver Divorce blog series addresses Social Security benefits.

Though nearly 90 percent of Americans over the age of 65 ultimately...

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Retirement, Retirement Blog Series

A Shortcut for Determining Retirement Expenses

Determining how much income a client needs in retirement is a critical step in building a retirement income plan. However, because of the data gathering that is required, this...

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Retirement

Personal Retirement Paycheck: Tips To Help Clients Retire Smart

The five years before and after retirement are critical to the overall success of a retirement income plan, and advisors who know how to talk with clients about retirement risks –...

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Retirement, Retirement Blog Series

Taking a Deeper Look at Long-Term Care and Retirement Planning

This blog is part of a series by Professor David Littell, Director of the RICP® program and Co-director of The American College New York Life Center for Retirement Income. Each...

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Retirement

Common Client Retirement Mistakes & More

As Americans become more aware of the need to develop sound retirement plans, the financial services profession is responding by making an increased effort to get educated on the...

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Retirement

Silver Divorce: Retirement Income Planning for Late Life Divorcees

Silver divorce – divorce among adults aged 50 and older – is booming. A study by the National Center for Family and Marriage Research at Bowling Green State University shows...

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Retirement

The Financial Advisor’s Guide to Helping Senior Clients Select Medicare Benefits

When was the last time you researched Medicare benefit options for your clients? Upon their 65th birthday, retirees must make critical choices regarding coverage that can impact...

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Retirement

Follow the Rules to Leverage Important Benefits of Medicare for Your Clients

A 65-year-old couple can expect to pay around $260,000 in medical costs during retirement, and advisors should be ready to help clients prepare for this expense by taking...

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Retirement

Explaining and Optimizing Military Clients’ New Retirement Benefit Options

For the first time in history, military personnel who don’t reach the traditional 20-year service milestone will be entitled to retirement benefits. Starting January 2018, service...

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