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Retirement
Plan Talk: How to Use Client Motivations to Encourage Better Social Security Decisions
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Many American workers fear that the Social Security trust could be depleted in the not-so-distant future, which may lead some individuals to collect their benefits early – a decision that can significantly reduce their earned benefit. In this episode of Plan Talk, Retirement Director Ben Rizzuto explains research-based techniques that can be used to help ensure people more fully consider their options and make better decisions regarding when to claim this important earned benefit.
Retirement
Retirement income planning in the “new normal”
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Retirement policy, interest rates and market volatility have made retirement planning more challenging for clients and advisors alike. What are the philosophies, opportunities and challenges you need to be aware of to help your clients navigate decumulation in today’s environment?
In this episode, we’re joined by Jamie Hopkins, Director of Retirement Research at Carson Coaching and co-creator of the Retirement Income Certified Professional (RICP) designation. Jamie discusses the opportunities and challenges associated with creating retirement income in this new environment, including how to help shift the mindset of individuals to adapt to these changes.The IRS recently announced that it will allow plan sponsors to pay out pensions as a lump sum to plan participants. In this video BMO Global Asset Management discusses what considerations should be made by plan sponsors and plan participants before choosing lump sum as an option.
Client Life Events
Who will be your caregiver?
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The demands placed on the health care system and the need for long-term care options continue to rise. The question of whether Americans have adequately prepared for their future health and long-term care needs will be answered in the coming years as a wave of baby boomers retire.
Client Life Events
Financial concerns of women
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Women have made incredible strides, both professionally and personally, in the last half-century. Despite the professional and financial successes that women in the workplace have earned in recent generations, they are still facing personal issues and unresolved challenges.
Goals/Needs-Based Investing
The Power of Women: How to reach your financial success
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While many women are incredibly on top of their finances, others feel less confident. Today we’ll spend some time talking about the questions we frequently hear from women, ask you to reflect on your personal situation and hope that you come away from our time together with an even clearer view of your financial future and your path to deeper engagement.