Retirement plan participants
Retirement
Pieces filed under Retirement, newest first.
Financial Planning
Four Basic Steps for a Successful Retirement
We understand that most retirement savers aren’t financial experts, and that can make preparing for retirement feel overwhelming. The good news is that achieving a successful retirement doesn’t have to be complicated. By following a few basic steps, you could set yourself up…
Read
Financial Planning
Career Extenders
There are 4 different Career Extender Profiles, differences in motivations for continuing to work are at the crux of what makes these segments unique. With those for whom it’s “Part of the Plan,” their most important reason for working is that they want more money for…
Read
Financial Planning
Medicare
Medicare is a United States government health insurance program that covers people age 65 or older, patients with end-stage renal disease, and people younger than 65 with disabilities. It is important to understand how Medicare works, who qualifies for Medicare, and the four…
Read
Financial Planning
Retirement Fundamentals
If you’re new to saving for retirement, all the unfamiliar jargon can be off-putting. We’ve compiled some of the most common retirement terms, outlining what they mean and why they’re important. This is a great place to start building your retirement planning confidence.
Read
Tax Planning
Roth in Review
Roth retirement plan contributions have the potential to allow individuals more flexibility in saving for retirement, whereby giving investors more control over the taxable alternatives. However, it is important to weigh the pros and cons. Read more to see if Roth is right for…
Read
Financial Planning
5 Risks to Retirement Income
“If you fail to plan, you are planning to fail”- Benjamin Franklin. Retirement income planning has changed drastically over the last three decades. Thirty years ago, most Americans could safely rely on Social Security and a pension to provide the income they needed in…
Read
Let's talk about your plan.
An advisor who treats the retirement plan like the employee benefit it is.