Helping Advisors prepare their clients for retirement since 1986.
Much of the conversation about 401(k) participation and whether participants are adequately saving for retirement centers on the plan sponsor. Plan design and administration play a big part in plan success. However, there is still much that an individual plan advisor...
Retirement planning is not like a slow cooker. Just drop in the contributions, set it and forget it, and at retirement, it will be ready? No, it doesn’t work that way. Retirement planning is more like preparing a gourmet French meal. It requires combining the right...
Retirement isn’t the only thing for which many families are saving; many are also trying to save for their children’s future college expenses. Faced with the need to save for retirement and the desire to save money to help defray soaring college expenses, many...
Much has been written on preparing financially for retirement, and rightly so, a successful retirement is a financially secure retirement. While many people consider the financial aspect of retirement, not as many consider the emotional aspects of retirement. It can...
The introduction of auto-enrollment features in retirement plans has increased plan participation; however, studies have shown that contribution levels have not increased. In fact, almost a third of employees contribute only enough to get the employer’s matching contribution.
In the spirit of the back-to-school season, let’s talk about the alphabet. Every advisor knows the three F’s: funds, fiduciary, and fees. In client meetings, financial industry websites, and online discussion forums, the three F’s tend to be the primary focus of our industry.
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