Welcome to the TRAK Retirement Planning Blog
Helping Advisors prepare their clients for retirement since 1986.
Latest Articles
Putting Clients in the Driver’s Seat
I have interacted with advisors who are experiencing success, I have noticed one key difference in their approach: they put their clients in the driver’s seat. Allow the client to drive the solutions you provide them for success.
Thinking of Creating Your Own Software?
“We’re thinking we’ll create our own software,” a prospective client told me recently. I sighed, partly because I might lose a sale, but more so because I am well aware of the difficulties of developing your own software.
Good Information or a Good Ear?
Why are Americans not engaging financial advisors more readily? If helping individuals were a matter of having extensive information and sharing it with those who are less informed, advisors would be in a great position to help Americans. While this question is simple, the answer is complex.
Growing Opportunities with Boomers in Stormy Markets
For boomers who have retired or are about to retire, market volatility is thunderous and deafening. And for boomers who thought they could squeeze into retirement a month ago, depression may be setting in.
Going Remote
Remote work is becoming more and more a necessity. The needs we had yesterday are different than the ones we have today. The world is changing like never before.
Knowing the Why?
For better or for worse, knowing why something is a certain way can make a world of difference in how we approach it. As advisors, understanding why can help us address our clients’ questions.
TRAK 2020: A Bit Late—But Nothing Like the Iowa Caucuses
Those of you who have been using The Retirement Analysis Kit for years may have noticed that our 2020 release happened later than usual. We strive to release updates by mid-January, but this year the street release was on January 21 and the corporate updates went out on February 3.
IRS 2020 Contribution Limits
The IRS released the 2020 contribution limits on November 6. Thank you for your efforts and time spent bettering the retirement outcomes of your clients! As you begin planning for the new year we wish you the best in the various markets you serve.
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