Rewirement Tips: Social Security
In video 5 of the Rewirement series, Jamie Hopkins, Director of Retirement Research at the Carson Group discusses Social Security.
Jamie Hopkins
Financial Advisors: It’s Time To Step Up Your Game
Who’s to blame for the current state of financial advice? It’s complicated.
Rewirement Tips: Longevity Risk
In video 4 of the Rewirement series, Jamie Hopkins, Director of Retirement Research at the Carson Group discusses longevity risk when planning for the appropriate amount of retirement income.
Rewirement Tips: Forgotten Asset
In video 3 of the Rewirement series, Jamie Hopkins, Director of Retirement Research at the Carson Group discusses housing wealth and how advisors can utilize that asset to help their clients plan for retirement.
The Financial Planning Elephant Advisors Aren’t Acknowledging
Start with a focus on your client’s situation and goals, then address them. Don’t start with what you want to do for them. The client’s cash flow is driven in part by their housing costs – whether they‘re renting, buying or they own their home, utilities and taxes still play a heavy role.
In video 2 of the Rewirement series, Jamie Hopkins, Director of Retirement Research at the Carson Group discusses Long-term care and how advisors can help clients plan for it.
Jamie Hopkins, Director of Retirement Research at the Carson Group introduces his newest video series Rewirement Tips exclusively found on AdvisorNews.com
Strategies can be mixed together. A long-term care plan should never be an all or nothing plan – it should be collaborative and coordinated with the overall retirement income plan.
Rewirement: Focusing On Retirement Income Planning
Retirement income planning has gone from a niche area of planning to an essential offering for many advisors because it is where the money and market are, not to mention your clients’ needs. It also presents unique challenges that are not seen in all other areas of financial planning. That’s actually why I wrote my book Rewirement – to highlight how you need to change the way you think from saving for retirement to generating income in retirement.
