With almost 378,000 people expected to live to be over 100 by 2050, it might be time to start thinking about the longevity of life.
This webinar, presented by Joe DiSalvo, co-author of "Income for Life," will help pre-retirees and recent retirees learn how to pull all the various financial pieces together in order to have a successful retirement and live the life they've worked hard for.
Knowing the difference between tax preparation and tax planning can have a significant impact on your overall retirement planning. In this webinar, Jeannette Bajalia explains why.
Brant Steck, a vice president with BUI, explains how to read your permanent life insurance policy's in-force ledger.
In the Retirement Daily Learning Center webinar, Matt Curfman of Richmond Brothers, Don Graves, author of The Retiree's Guide to Housing Wealth, and Ed Slott, author of The New Retirement Savings Time Bomb, discuss how reverse mortgages can be used for long-term care costs, as a bridging strategy, for risk and tax management, and mortgage management.
What’s the greatest gift you can give to your loved ones? It’s not what you might be thinking. In this webinar, Jeannette Bajalia, the president and founder of Woman's Worth, discusses the basics of an estate plan: what an estate is and what estate planning is all about.
In the second webinar in her Life Planning series, Jeannette Bajalia, the president and founder of Woman's Worth, defines holistic planning as a roadmap to your life plan.
In this Retirement Daily Learning Center webinar, Jeannette Bajalia, the president and founder of Woman's Worth, shares her insights into what happens when life throws you curveballs when you least expect them and your life is disrupted.
Nine key elements can help you enjoy a successful last quarter of your life.
In this Retirement Daily Learning Center webinar, Dana Anspach, CFP, RMA, the founder and CEO of Sensible Money, the author of Control Your Retirement Destiny, and the professor of The Great Courses’ How to Plan for the Perfect Retirement, explains how to build a retirement spending plan.
Shelley Giordano of Mutual of Omaha Mortgage and founder of the Academy for Home Equity in Financial Planning at the University of Illinois at Urbana-Champaign discusses how to use a reverse mortgage to solve retirement challenges
Dennis Stearns, president of Stearns Financial Group, describes in the Retirement Daily Learning Center webinar the 10 keys to more effective philanthropy.
In this Retirement Daily Learning Center webinar, Matt Curfman, CFP, and Dan Vredeveld, CFP, of Richmond Brothers explain why Roth IRA conversions make sense in 2020 and beyond.
In part two of their elder law series, attorney Patrick Simasko and law student Luke Stempien discuss the pros and cons of beneficiary and joint ownership designations.
Michael Lonier, RMA, of Lonier Financial Advisory, describes in this Retirement Daily video how to build a retirement income plan.
There are a variety of steps you can take to protect yourself and your heirs as you age. In this series of articles, we'll look at how an elder law attorney can bring unique expertise to the process.
Bob Mauterstock, CFP, co-founder of the Online Elder Planning Specialist program at Salem State University, describes in this on-demand webinar the six steps you must take to share critical information with your family.
In this Retirement Daily Learning Center webinar, Marcia Mantell, RMA, discusses four topics that will help you lay the groundwork for the decisions you ultimately have to make about your Social Security.
When it comes to retirement planning and investing, mistakes matter. Here are some common mistakes and how to avoid, or fix, them.
If you (or someone you care for) is turning 65 soon, there are many decisions to be made, from Social Security and Medicare to working in retirement and healthcare. This is where you should start.
Entrepreneur Allan Chiulli says ageism is a misnomer that hides the true problem: Most older folks do not (yet) have a digital perspective.