 |
Definition of 'Retirement Planner'
A practicing professional who helps individuals prepare a retirement plan. A retirement planner identifies sources of income, estimates expenses, implements a savings program and helps manage assets. Estimating future cash flows and assets is also a central part of a retirement planner's work. He or she may use a web-based calculator or software program that will predict future cash flows and assets based on the data entered.
|
 |
Investopedia explains 'Retirement Planner'
Although most retirement planners deal with the financial aspects of planning for retirement, some planners also deal with the non-financial aspects, including how to spend one's time in retirement, where to live and when to quit work, to name just a few.
Today, retirement planners rely heavily on web-based calculators and retirement-planning software, but, like any kind of forecast, the information produced is only as good as the data used. The plan created by a retirement planner is in no way a complete predictor of retirement spending or income needs, but it is a good starting point.
|
-
Retirement planning today is much more complicated than in our parents' day.
Read More »
-
Realizing your post-work goals need not be daunting. We'll tell you everything you need to know to get - and stay - on track.
Read More »
-
Advance your career and gain clientele by adding a few choice certifications.
Read More »
-
-
Clients may have a sunny outlook on retirement, even when their savings rates are grim.
Read More »
-
"Do as I say and not as I do" doesn't make for a great professional reputation.
Read More »
-
Retire in style. Search for the 100 highest yielding CD's from Bankrate.com. Click Here!
-
Take our quiz to find out whether you're suited for this line of work.
Read More »
-
Here you will find tutorials that are each devoted to one the most common retirement plans, explaining how to establish, fund, and then take distributions from it.
Read More »
-
From a tentative spring to a comfortable winter, learn how to weather the phases of your investing journey.
Read More »
|
|
