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Archives for May 2018
JAMIE HOPKINS EXPLAINS WHY WE NEED TO RETHINK EVERYTHING WE ASSUME WE KNOW ABOUT RETIREMENT
Award-winning retirement expert Jamie Hopkins explains why it’s essential to rethink retirement planning.
CONSIDER ALTERNATIVE SOURCES OF INCOME FOR YOUR RETIREMENT
CONSIDER ALTERNATIVE SOURCES OF INCOME FOR YOUR RETIREMENT Home is one source Have an available home equity line of credit for immediate liquidity Reverse Mortgages: Available under the FHA (Federal Housing Administration) backed program, HECM (Home Equity Conversion Mortgage) • Available to seniors 62 and over • Must live in the home and own it […]
HOPKINS: RETIREMENT INCOME CHALLENGE
Leading retirement income expert, Jamie Hopkins is one of the creators of the curriculum for the relatively new certification for financial planners called the Retirement Income Certified Professional, or RICP. As baby boomer investors make the challenging transition from accumulating assets while working to spending them in retirement, Hopkins says much of the financial advisory […]
Influential Strategist Jason Trennert: Full Effects of Tax Reform & Deregulation Are Still Ahead
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TRENNERT: THOUGHT INFLUENCERS
THOUGHT INFLUENCERS Barron’s has called Jason Trennert one of Wall Street’s Best Minds. What books are keeping his mind sharp? He gave us two recent reads that have influenced his thinking on two different topics. Watch the related WEALTHTRACK episode.