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Refusing to Retire with Steve Parrish

Retire with Purpose Podcast
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

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

Barron's
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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Have You Missed These Year-End Retirement Planning Moves?

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

USA Today
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

NerdWallet
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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Top Ten (In Order) Ways To Spend Your Annual Bonus

Forbes
Dec 17, 2020

With the end-of-year holidays in full swing, many American workers may be seeing a bonus in their paychecks. Instead of blowing that bonus on nonessentials, however, financial professionals urge people to consider the ways that extra money could be put to good future use.

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You Say Fiduciary, I Say Binary: A Review and Recommendation of Robo-Advisors and the Fiduciary and Best Interest Standards

Hastings Business Law Journal
Dec 16, 2020

Robo-advisors are growing in popularity in the financial services industry, and in society at large, for their ability to offer fast and cheap financial advice to a wide range of clients and make the jobs of financial professionals easier.

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Lessons From The Rich And Famous: Why Estate Planning Should Be Part Of Your Retirement Plan

Forbes
Dec 11, 2020

When it comes to establishing what will happen to someone’s accumulated wealth and assets after their passing, it pays to be prepared—but too many people are not.

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Why Wealth Advisers Urge Active Planning for Philanthropy

Barron's
Dec 10, 2020

Philanthropy is no longer a static part of a financial plan: for many gift planning advisors and professionals, it’s a highly-involved process that requires a lot of work, check-ins, and refinements over time to ensure the maximum impact of a charitable donation.

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