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Change in the financial planning landscape is a given. We routinely post content that will help you stay current with legislative topics, financial planning tools, and everything you want to know about retirement strategies.
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Beyond Compliance: The Importance of Effective Retirement Plan Communications
Effective retirement plan communications do more than just meet DOL requirements; the best ones engage, educate, motivate, and empower participants. Optimize your communications to connect with employees on a personal level, encourage informed decisions, and foster more active engagement with
The Resurgence of the Automatic IRA Act
The Automatic IRA Act of 2024 has been reintroduced by Representative Richard Neal, D-Mass., the ranking member of the House Ways and Means Committee. This measure requires companies with more than ten workers to automatically enroll their workers in IRAs
Maximizing Investment Returns: Lump-Sum vs. Dollar-Cost Averaging Strategies
Good news – you have an extra $24,000, and you’ve decided to invest it in the stock market. It’s always nice to have investable cash on hand. But you also might feel as if the pressure is on. Nobody enjoys
ESG Investing: How Do We Measure “Good”?
As we covered recently, environmental, social, governance (ESG) investing is a relatively new approach for investing “ethically,” however you define the term. Some ESG investors may be more values-driven, hoping to best align their investments with their personal beliefs. Others
Strategies for Maximizing Workplace Retirement Benefits
Considering that more than 40% of employers now match employee contributions to retirement plans, taking advantage of workplace retirement benefits is crucial for improving your financial security. Even if your employer’s contribution is modest, neglecting to participate means leaving money
Tax Tips to Maximize Retirement Savings
Retirement represents a major turning point in one’s life. One factor that remains, regardless of this new chapter in your life, is the presence of taxes. If you’ve followed the advice of retirement plan advisors, you should already be saving
Understanding ESG Investing for Financial & Ethical Growth
If there’s one trait nearly everyone shares, it’s a desire to make the world a better place. No wonder there’s so much interest in environmental, social, governance (ESG) investing. Who wouldn’t want to try earning decent if not stellar returns,
7 Tips to Prepare You for Retirement
A secure and happy retirement requires careful planning and is a well-constructed process. Starting now will give you plenty of time to make the strategic changes and improvements that will bring your retirement goals closer to reality. Here are 7
Total-Return Investing for Solid Construction
As we’ve discussed in the first two parts of this three-part series, we do not recommend turning to dividend-yielding stocks or high-yield (“junk”) bonds to buttress your retirement income, even in low-yield environments. So what do we recommend? Today we’ll
Helping Young Americans Save for Retirement Act
Senator Bill Cassidy (R-LA), the Ranking Member of the Senate Health, Education, Labor and Pensions (HELP) Committee, and Senator Tim Kaine (D-VA), a member of that committee, introduced the Helping Young Americans Save for Retirement Act. Sponsors of 401(k) plans
10 Essential Questions to Ask When Selecting a Financial Planner
If you’re beginning your search for the right financial planner, asking the right questions can be crucial. This is a relationship you should have for years, hopefully decades, to come. By finding the right fit from the start, you can
Delaying Retirement: The Graying of the American Workforce
The Silver Tsunami is headed ashore, as “Peak 65” is expected to usher in an average of 11,000 retirement-age Americans daily through the end of 2024 — the highest ever recorded. And a lot of them are delaying retirement. Pew
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