Retirement Income Literacy Quiz

If you want to test your knowledge, take the Retirement Income Literacy Quiz. Answer the 38 multiple choice questions and find out just how much you know (or don’t know) about long-term care, Social Security, investments, life insurance, and planning during times of crisis. The results may surprise you, but you are sure to learn a thing or two about some of the essential elements of retirement income planning.


Retirement Income 101

To get acquainted with the basics of retirement income planning, start with the Retirement Income 101 playlist, a collection of nine short videos. Our faculty will break down the decisions, calculations, and steps involved in developing a cohesive retirement plan. Tax and legal considerations, as well as potential risks, are addressed. Each short video will touch on the elements involved in creating an income stream for retirement.


Your Advisor Guide

Your Advisor Guide provides a search tool to find financial advisors who hold advanced degrees or professional designations from The American College of Financial Services, descriptions of the most common designations, and tips on how to select a financial advisor. The site also offers insight on educational and experience requirements, codes of ethics, examinations, continuing education requirements, enforcement, accreditation, and information about the conferring organization.

Your Advisor Guide is sponsored by The American College of Financial Services, the nation's leading educator of financial professionals.


Reverse Mortgages

Reverse mortgages can be a retiree's saving grace. With the baby boomer generation moving into retirement, we are ill-prepared as a society to provide housing alternatives and resources for this 30 million+ population, who in large part want to stay put in their current homes.