Helping Advisors prepare their clients for retirement since 1986.
In 2017, nearly one-third of employees withdrew funds from a retirement account for expenses other than retirement. That is the data presented by PwC in their 2017 Employee Financial Wellness Survey. If this survey is representative of the general population then this should be cause for concern.
Individual Retirement Accounts (IRA) make up a quarter of all retirement assets. What do we know about these accounts and the behaviors of IRA account holders? Where can advisors offer important guidance to account owners? Fortunately, new studies can help answer...
American financial literacy is worse than I anticipated. A recent survey conducted by FINRA asked survey participants five questions related to everyday financial and economic topics. The survey found that 63% of respondents answered three or fewer questions...
Clients come to the retirement planning process with many misconceptions about Social Security. With inaccurate information circulating on social media and by word of mouth, financial advisors shoulder a lot of responsibility to educate clients in this area, helping...
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