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Will My Portfolio Last Through Retirement?

Is the 4 Percent Rule Still Relevant? You may have heard the rule of thumb describing that it’s “safe” to withdraw a certain percentage of your investments each year in retirement. While “rules [...]

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10 Years Away from Retirement: What You Need to Know

Thomas Jefferson once said, “Give me six hours to chop down a tree, and I will spend the first four sharpening the ax.” If you are about ten years away from retirement, this provides you with the [...]

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When to Take Social Security

Most of us know we are entitled to a Social Security benefit, but the amount of the benefit is different for everyone. Did you know there can be a right time to begin receiving the benefit? There [...]

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Common Investment Mistakes in Retirement Accounts

Risk vs. return: where are you comfortable? One of the most fascinating aspects of our role as an advisor of business retirement plan benefits is the chance to meet with many different investors [...]

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Early Retirement? 10 Planning Items to Consider

Retiring early, usually considered prior to Age 65, can present a unique set of circumstances. As a result, the normal financial planning process can become encumbered by rules relating to [...]

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Is your Financial Advisor a Registered Investment Advisor? (and Why You Need to Know)

Is your Financial Advisor a Registered Investment Advisor? (and Why You Need to Know) If you’re working with a financial advisor or thinking about doing so, you may have stumbled across the term [...]

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5 Tactics to Increase Retirement Plan Participation

Employees fail to enroll in their retirement plan for a variety of reasons. They may be intimidated if it’s their first time around or they might not fully understand and appreciate the benefits [...]

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Efficiently Saving for Retirement: Traditional IRA and Roth IRA

“Work smarter, not harder,” is a nearly century-old saying that defines efficiency. What might happen if we apply that saying to saving for retirement? How can you more efficiently save for [...]

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New Financial Advisor: Are You Getting the Best for You?

Many of us have financial advisors – but are you benefitting from the best advice from an experienced advisor? Do you need a new financial advisor? Working with a financial advisor is an intimate [...]

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Retirement Savings Strategy

As wealth advisors, we sometimes spend more time thinking about numbers and planning and savings strategy than we do for other things, even football. We also spend time highlighting holidays that [...]

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