Archive for May, 2018

Jamie Hopkins Explains Why We Need to Rethink Everything We Assume We Know About Retirement

May 27, 2018

Thia page is here for technical reasons. Please click here for the episode page.

JAMIE HOPKINS EXPLAINS WHY WE NEED TO RETHINK EVERYTHING WE ASSUME WE KNOW ABOUT RETIREMENT

May 25, 2018

Award-winning retirement expert Jamie Hopkins explains why it’s essential to rethink retirement planning.
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CONSIDER ALTERNATIVE SOURCES OF INCOME FOR YOUR RETIREMENT

May 25, 2018

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
    • • Have no mortgage or a low mortgage balance
    • HECM is tightly regulated:

    • • Required to meet with HECM counselor to obtain the loan
    • • Information available on U.S. Department of Housing and Urban Development website: www.hud.gov

    Watch the related WEALTHTRACK episode.

HOPKINS: RETIREMENT INCOME CHALLENGE

May 24, 2018

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 community is playing catch up.

Watch the related WEALTHTRACK episode.

Influential Strategist Jason Trennert: Full Effects of Tax Reform & Deregulation Are Still Ahead

May 20, 2018

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