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Time to Ditch the Three-Legged Stool Analogy for Retirement
Including Out-Of-Pocket Medical and Long-Term Care Expenses,” Journal of Pension Planning & Compliance ... time horizons. However, since out-of-pocket health care costs for Medicare, other than fixed monthly premiums ...- Authors: Barry Kozak
- Date: Apr 2017
- Competency: Strategic Insight and Integration>Big picture view
- Topics: Pensions & Retirement>Retirement risks
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Personal Risk Manager: Driver of Resilience
Social Security benefits or buying a long-term care policy for parents, the wealth manager has historically ... like health care, retirement savings, college, vacations, second homes and nursing home care. This process ...- Authors: Max Rudolph
- Date: Apr 2017
- Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Economics>Behavioral economics; Finance & Investments>Portfolio management - Finance & Investments; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management