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Refusing to Retire with Steve Parrish

Dec 21, 2020

With the retirement planning landscape becoming ever more complex, some older Americans may decide they want to eliminate that financial uncertainty by simply not retiring. But even so, experts agree it’s vital to have a viable exit strategy in case the unexpected happens.

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For Small Business Owners Only: Advanced Retirement Plan Options

Dec 21, 2020

Many people who have spent their lives building and maintaining a small business have given much more thought to that business than to their eventual retirement plan, but having an exit strategy is still critical.

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Have You Missed These Year-End Retirement Planning Moves?

Dec 19, 2020

As the end of 2020 approaches, finalizing certain retirement planning decisions may be a good step to prepare for the coming New Year. One of those potential steps could be to consider potential tax ramifications for clients’ retirement savings in 2021.

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Whole Life Insurance Can Bolster Your Retirement Portfolio. Here’s How to Use It

Dec 19, 2020

Whole life insurance as a product has fallen out of favor in recent years, replaced in many cases by term life insurance policies. However, is it possible that whole life insurance may actually provide advantages in the current financial climate?

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How Long Does Your Money Need to Last? Here are 4 Ways to Avoid Running Out of Funds in Retirement

Dec 18, 2020

One of the biggest concerns facing older Americans today is whether the resources they have will last them through retirement. As a result, many advisors and clients are looking into strategies that will guarantee income during retirement years.

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Expecting Higher Taxes Post-Election? Consider This Investing Workaround

Dec 17, 2020

With the 2020 election in the rearview mirror, many advisors and clients are considering what course of action to take if a new political administration brings with it higher taxes. For many, tools like a Roth IRA may be the best insurance policy against a tax increase in 2021.

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