Become a Retirement Income Specialist

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Asset-Liability Matching for Retirees

One approach to building income streams for your clients' golden years is to match assets to liabilities using bond immunization and a total return strategy. It may tilt the portfolio's allocation a bit, but it could be the answer to funding retirement, college, and other long-term obligations.

Boomer Inheritance Update: How Much Will Clients Receive?

The coming intergenerational wealth transfer has been much ballyhooed, but it may not add up to quite as much as some have predicted. Boomers may need to recalibrate their financial plans with smaller inheritances in mind.

5 Questions to Ask Clients 5 Years Before They Retire

Horsesmouth Essential: Retirement planning takes on added urgency in the period just before clients stop working. Help your clients get realistic about their golden years by looking at the major factors: health, housing, expenses, income, and hobbies.

Retirement Roulette: Boosting the Odds With Monte Carlo

Are your clients willing to stake their golden years on a 50% probability of success? Monte Carlo simulations can help you and your clients make better decisions.