Simon Erskine Locke

Webinar – Pass Down Wisdom with Wealth – Sept. 7

Pass Down Wisdom with Wealth Date: Wednesday, September 7, noon – 1 pm ET Register An Allianz survey asked Baby Boomers to rank priorities when granting an inheritance. By a factor of 8-1 they prefer passing down family history, stories and life lessons above financial assets. In this webinar you will learn how to fill this high demand need and, by doing so, generate … {…}

Don’t Forget About Taxes and Inflation

We’re pleased to provide this summary from a recent blog by Jim Koch, RMA®, founder and principal of Koch Capital Management, an independent Registered Investment Advisor (RIA). It includes RIIA®’s Household Balance Sheet℠ to help clients plan for retirement. You can read the full article here. The Silent Assassins Rarely do investors factor in the impact of taxes and … {…}

The Value of the RMA® – The Practitioner’s Viewpoint

At the summer conference, RIIA®’s own Joan Boros led a panel discussion focused on the value of the RMA® (Retirement Management Analyst®) designation. She was joined by Dan Keady, Senior Director of Financial Planning at TIAA, Manish Malhotra, President and CEO of Income Discovery, and Zach Parker, Vice President of Income Distribution and Product Strategy, Securities America, … {…}

Confused. Confounded. Exasperated.

These are the words most commonly used by pre-retirees when they start trying to understand and untangle the very complicated Social Security program. It is astounding that some 75% of all Social Security beneficiaries do not receive their optimal monthly payment. Instead, they claim too early, locking in a permanent, significant penalty and receiving reduced income for the … {…}

How Do You Know If You Are on Track?

Dana Anspach, CFP®, RMA®, founder of Sensible Money, LLC and About.com’s MoneyOver55 expert since 2008, shares excerpts from a recent newsletter to her clients about the differentiating value of the Retirement Management Analyst® (RMA®) designation. If you were thinking about competing in a race, perhaps a one mile run, it would be pretty easy to know if you were ready. You … {…}

More News

	Aug 2016
M	T	W	T	F	S	S
1	2	3	4	5	6	7
8	9	10	11	12	13	14
15	16	17	18	19	20	21
22	23	24	25	26	27	28
29	30	31	1	2	3	4

	Aug 2016
M	T	W	T	F	S	S
1	2	3	4	5	6	7
8	9	10	11	12	13	14
15	16	17	18	19	20	21
22	23	24	25	26	27	28
29	30	31	1	2	3	4

08/14/16 by admin

The Fiduciary Rule

Many great News&Views on t {…}
08/03/16 by admin

Summer Conference

Here is the next N&V summa {…}
07/17/16 by admin

The Household Balance Sheet in Turbulent Markets

If you have not seen Marcia Wa {…}
07/17/16 by fg

Retirement Management Journal Papers

Our first 2016 issue is now on {…}
07/01/16 by Simon Erskine Locke

RIIA’s Perspective

By now we may be able to conne {…}

Simon Erskine Locke