Here in the U.S., our personal information is exposed daily at frequencies and levels we’ve not experienced before. It doesn’t take a data breach from a technology company to expose us, we are doing it to ourselves without being aware. Each time we use technology...
Among the primary concerns people have as they approach retirement is, “How long will I live and will my money last?” In addition to traditional retirement savings such as employer-sponsored retirement plans, there’s now another type of retirement account that...
The IRS announced last month in November cost-of-living adjustments to limits on contributions to retirement plans for 2019. There hasn’t been an increase in some plan types since 2013, which is why now is a great time to take advantage of maximizing retirement...
Continuing education helps financial advisors stay informed of the latest industry and regulation changes while educating them on products and solutions to help their clients. Taking continuing education classes helps them become better at their job, too! Providing...
Scheduling a fall financial review is especially important this year due to the Tax and Jobs Act and impending market changes. We’ve been enjoying a robust stock market which makes now a prime time to meet. Fall tends to be when people start thinking about next year...
