Retirement Planning
By the Numbers: The 2020 Indexed Retirement and Social Security Numbers (Journal article)
This article appeared in the January 2020 Journal of Financial Service Professionals.
Retirement Planning
By the Numbers: The 2021 Indexed Retirement and Social Security Numbers (Journal Article)
This article appeared in the January 2021 Journal of Financial Service Professionals.
Financial Planning
Chartered Retirement Planning Counselor (CRPC) Professional Designation Program (Kaplan)
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Executive Compensation
Chartered Retirement Plans Specialist (CRPS) Professional Designation Program (Kaplan)
By clicking "Buy Now" you will be redirected to Kaplan to complete your purchase.
Retirement Planning
Claiming Social Security Retired-Worker Benefits (Journal Article)
This article appeared in the July 2020 Journal of Financial Service Professionals.
Retirement Planning
Defined-Benefit Plans Remain a Planning Opportunity (Journal Article)
This article appeared in the July 2018 Journal of Financial Service Professionals.
Retirement Planning
Diving into Longevity Economics: A Financial Services Backgrounder (Journal Article)
This article appeared in the July 2019 Journal of Financial Service Professionals.
Life Insurance & Annuities
Do Annuities Improve Retirement Outcomes? (FSP Archived Webinar)
Program Overview Do annuities improve retirement outcomes? For years, that’s been the question. Join industry expert, Dr. Michael Finke, for a discussion on annuities and how they really impact your clients’ retirement – both emotionally and financially. Dr. Finke will provide data-driven perspectives to help build your practice, as he addresses these questions: Is the [...]
Estate Planning
These articles are reprinted with permission from the Journal of Financial Service Professionals.
Financial Planning
Estimating Discretionary Money in Retirement: Spending Too Much…or Too Little? (Journal Article)
This article appeared in the September 2018 Journal of Financial Service Professionals.
Retirement Planning
This article appeared in the May 2018 Journal of Financial Service Professionals.
Retirement Planning
Five New Ways to Improve America’s Retirement Security (Journal Article)
This article appeared in the May 2020 Journal of Financial Service Professionals.