Post-Recession Strategies for Boomer Retirement
This course delves into the financial and lifestyle issues that the generation represented by Americans born from 1946 through 1964 (“baby boomers”) may encounter. Included is a discussion on strategies these baby boomers may use to address mounting financial, emotional, and personal challenges. Topics also covered include personal lifestyle choices and its impact on finances, the economic downturn resulting from the housing market collapse and increase in healthcare costs. The “planning resources” found throughout this course provide helpful websites and other sources of information in connection with this narrative.

Course Publication Date: October 09, 2015

This course is available with NO ADDITIONAL FEE if you have an active self study membership or can be purchased for $20.00!

Author:Colleen Neuharth McClain
Course No:FIN-BOOMER-016
Recommended CPE:2.00
Delivery Method:QAS Self Study
Level of Knowledge:Overview
Advanced Preparation:None
Recommended Field of Study:Finance
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Learning Objectives
  • Identify major educational, financial, and emotional aspects of the “typical” boomer in their planning for a productive and stable second half of life;.
  • Recognize the changes to the concept of careers and lifestyle brought about by women’s entrance and ascension in the American workforce;.
  • Recognize the revised needs and priorities of boomers as they progress through the second half of life; and.
  • Recognize the changes to the workplace, market, and service sector instituted by the surge of older Americans in our culture.
  • Recognize how the higher retirement age for full Social Security benefits and less secure retirement plan benefits affect the success of boomers’ retirement; and
  • Recognize what must be factored when calculating retirement financial needs.
  • Recognize the advantages of entrepreneurship, second careers, and volunteerism against the traditional full retirement economics and lifestyle; and.
  • Recognize the regulations for and tax consequences of benefit payouts from retirement plans.

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