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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations. For parents, planning for retirement and saving for educational expenses at the same time can feel like a big challenge. The Registered Health Underwriter® designation is the undisputed professional credential for persons involved in the sale and service of disability income and health insurance. The Certified Exit Planning Advisor Program is a five-day executive MBA-style program held by the Exit Planning Institute that trains and certifies qualified professional advisors in the field of exit planning.
Personal finance As priorities shift, 62% of respondents to our Financial Priorities study said financially preparing for uncertainty is more important now. Personal finance Women face several unique factors that can have a big impact on their financial life. Taking action at these important retirement milestones can help ensure that your post-work life is more relaxing than taxing. Collecting Social Security payments is an important component of any retirement income strategy.