by Bridger Cummings
by Peter Stahl, CFP®
There are three main topics to cover regarding financial planning and retirement healthcare—namely Medicare, wealth accumulation for retirement healthcare, and custodial care.
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Click HERE for this month’s issue of the FPA Next Generation Planner, which is now included in the Journal of Financial Planning for your convenience.
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Planning a study group? Check out suggested questions and other resources to make your study group a success!
by Daniel C. Finley
We all make mistakes. What matters is whether you learn and grow from the experience or if you continue repeating the same mistakes.
by Angie M. Stephenson, CFP®, CPA/PFS
Not everyone will continue residing in their house throughout their retirement. There are many options that all have their own pros and cons, as well as various costs.
by Mark Tibergien
Financial literacy is something everyone needs to succeed in this day and age. We are failing at it. Be the change in your community.
by Sean Lawlor
Being wealthy involves being healthy, and you should help clients factor healthcare costs into their retirement plan.
by Robert Pokorski, M.D.
Too many people don’t properly anticipate and incorporate the costs of long-term care into their retirement plan. This report investigates those who might need care, the people who will need to provide said care, and possible solutions.
by Jason D. Fink, Ph.D.; and Kristin E. Fink, Ph.D.
This paper explores how the CAPE method of forecasting stocks is effective in the long-term but doesn’t work so well at a one-year horizon. A new method, RISK, is introduced that pairs well with CAPE to deliver superior forecasting abilities.
by Heather Kelly CLU, ChFC, RHU, brought to you by Allianz Life
A just-released study from Allianz Life analyzed what financial advisors consider the most significant threats to their clients’ retirement security.
by Connor Sung, brought to you by eMoney
What is a holistic financial planner? What kind of results do they see?
Click above to read how holistic planning can set your firm and clients up for long-term success.
IN CASE YOU MISSED IT
by Tim Sturr, CFP®; Christina Lynn CFP®, CDFA®, AFC®; and Derek R. Lawson, Ph.D., CFP®
This paper demonstrates how a simple investment strategy that actively rotates between sectors based on changes in the business cycle would have outperformed the broad stock market, and analyzes the style characteristics of such a strategy.