Posts Tagged :

Retirement

Understanding Target-Date Investments 700 350 IMEA

Understanding Target-Date Investments

Help clients understand the convenience of target-date investments for their retirement goal.

The Retirement Crisis Is Much Worse Than You Think 700 350 IMEA

The Retirement Crisis Is Much Worse Than You Think

According to a recent survey, one in five American adults have nothing saved for retirement or emergencies.

Expecting a Market Downturn? Make Sure You’re Following the “Noah Rule” 700 350 IMEA

Expecting a Market Downturn? Make Sure You’re Following the “Noah Rule”

Predicting rain doesn’t count, building an ark does.

Tax-Efficient Retirement Income 700 350 IMEA

Tax-Efficient Retirement Income

Help clients comprehend how their income sources interact to affect their taxes, and how planning now can help control taxes later.

Social Security Planning 700 350 IMEA

Social Security Planning

To begin the planning process, help your clients understand the basic rules and advantages of Social Security.

The Retirement Income Planning Puzzle 700 350 IMEA

The Retirement Income Planning Puzzle

Tips and strategies top help your clients.

Protected Income in Retirement 700 350 IMEA

Protected Income in Retirement

This video can help you address your clients’ risk of outliving their retirement.

Long-Term Care Cost Planning 700 350 IMEA

Long-Term Care Cost Planning

This Health Care/Long-Term Care assessment helps estimate long-term care costs.

Health Care Cost Planning 700 350 IMEA

Health Care Cost Planning

Your clients may not have discussed it with you, but they are concerned about health care costs.

Client Longevity 700 350 IMEA

Client Longevity

It’s important to take longevity into account when helping clients plan their retirement income.