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

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.

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Thinking of Creating Your Own Software?

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.

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Good Information or a Good Ear?

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.

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Going Remote

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.

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Knowing the Why?

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.

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IRS 2020 Contribution Limits

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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