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Why Your New Social Security Check May Be Less Than You Thought

Jan 13, 2022

If you or your clients are receiving the first Social Security check of 2022, it could contain some unwelcome surprises.

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The Retirement Crisis: Where Do We Stand?

Jan 06, 2022

2021 brought many significant changes to the retirement planning landscape, from the advent of defined contribution plans and the addition of guaranteed income vehicles to savings plans to the rise of the Retirement Income Style Awareness Profile (RISA).

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Match vs. Defaults

Jan 04, 2022

For companies trying to help employees save up for retirement, there’s an ongoing conversation surrounding whether a high company match or a high savings default rate is the most effective method.

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Early Retirement: How to Protect Your Hidden Retirement Asset

Dec 23, 2021

Just because you or your clients are considering an early retirement, it shouldn’t mean a license to tune out and forget about the professional world entirely; that’s according to Steve Parrish, Co-D

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The 4% Rule Is Dead. What's an Advisor to Do?

Dec 21, 2021

The old “4% rule” of retirement fund withdrawal continues to come under fire as a new report lowers the average safe rate of withdrawal, but also concludes that any uniform and fixed rate of portfolio drawdown is probably unrealistic.

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Will It (My Home, My Life Insurance, Etc.) Be in My Estate?

Dec 13, 2021

When engaging in estate planning, a common question from clients is often whether or not something, be it a home, an insurance policy, or another financial product, will be included in their estate.

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