Bob Klein’s article, Indexing Strategies to Eliminate Stock Market Risk, was published in The Street’s Retirement Daily. Bob Klein explains how a fixed index annuity works and how it can help you manage downside risk.  

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Shain Urwin, retirement mortgage specialist with Fairway Independent Mortgage, joins Bob Klein to discuss the new HECM lending limit and other timely planning issues and strategies related to HECM mortgages in FINANCIALLY InKLEIN’d™‘s new video, Exploring the NEW HECM Lending Limit with Shain Urwin!  

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Bob Klein’s article, Insure Sequence of Returns Risk with a HECM Mortgage was published in The Street’s Retirement Daily. A home equity conversion mortgage (HECM), better known as a reverse mortgage, can be used to manage and mitigate sequence of returns risk.  

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David Blanchett and Michael Finke's research found that annuities may give retirees a psychological “license to spend” their savings in retirement.

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FINANCIALLY InKLEIN’d™‘s first video, Welcome to FINANCIALLY InKLEIN’d™!, has been published. Welcome to FINANCIALLY InKLEIN’d™! introduces FINANCIALLY InKLEIN’d™ and Bob Klein, the channel’s creator. The video encourages pre-retirees and retirees who want to learn how to plan for the decumulation stage of retirement and increase the longevity of their assets to subscribe to FINANCIALLY InKLEIN’d™.

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Retirement Income Center’s YouTube channel has been rebranded to FiNANCIALLY InKLEIN’d™. FINANCIALLY InKLEIN’d™‘s motto is “Optimizing Your Retirement Income.” Bob Klein created FINANCIALLY InKLEIN’d™ to help pre-retirees and retirees, alike, plan for and experience a less stressful and more financially rewarding retirement. The purpose of FINANCIALLY InKLEIN’d is to educate its audience about innovative strategies […]

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Bob Klein’s article, 6 Proven Retirement Income Planning Strategies Beginning at Age 62 was published in The Street’s Retirement Daily. Beginning at age 62, it’s important to develop strategies for creating after-tax retirement income to optimize the longevity of your assets for the rest of your life.  

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Bob Klein was interviewed by Reverse Mortgage Daily to discuss how reverse mortgage professionals can partner and network with financial advisors in a recent article, Financial Planner Shares Advice to Reverse Mortgage Pros on Gaining Referrals.

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Reverse Mortgage Daily featured a conversation between RMD editor Chris Clow and Bob Klein in its most recent edition of The RMD Podcast. In the conversation, Clow and Klein discuss the state of reverse mortgage product education to borrowers and professionals, the reticence many financial planners have about discussing reverse mortgages with clients, and advice to […]

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Bob Klein’s article, 5 Key Financial Metrics When Evaluating a HECM Reverse Mortgage, was published in The Street’s Retirement Daily. There are five key financial metrics that should be analyzed individually and collectively when considering a HECM.

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