There is a tremendous transfer of wealth taking place in the U.S. and surprisingly it is not to the children of retirees. Instead, it is to surviving spouses, who are predominantly women.
Category: Longevity
WealthConductor visits The American College of Financial Services
WealthConductor co-Founders Sheryl O’Connor and Phil Lubinski visited the American College in the Fall of 2018 to help build out the Retirement Income Certified Professional (RICP®) designation video curriculum. Below you can find all eight videos that were filmed with the help of Jamie Hopkins, Wade Pfau and David Littell from the College. Topics covered…
Giving Retirees The Permission to Spend
In a recent column entitled “The myth of outliving your retirement savings“, Gail MarksJarvis outlines one of the key issues that arises from the lack of retirement income planning provided to Americans: without guidance, even diligent savers with substantial nest eggs have no idea how to manage their retirement spending. The thought of a household…