Financial Poise

Retirement

A couple clinks cocktails on a beach, signifying successful retirement planning

Should I Stay or Should I Go? The Financial Planning Process Will Tell If You’re Ready to Exit

George and Gracie want to retire, but selling Gracie’s business may not provide enough income. Here’s what they learn during the financial planning process. 

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Fraud Prevention requires vigilant monitoring of bank accounts, as with a smartphone.

Fraud Prevention for Suckers

Is there an urgent update on your bank account? Don’t click that link! Learn to spot phishing and better educate your family about fraud prevention. 

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Couple vacations at a waterfall, symbolizing the importance of finances in marriage

Finances in Marriage: 3 C’s to Address Discontent

Even with your life’s partner, money conversations are hard. Communication, collaboration and control are your keys to a harmonious shared future.

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Small Business Sign representing those that would benefit from the SECURE Act

How Small Businesses Benefit from the SECURE Act

Congress may soon pass the SECURE Act, which would increase retirement plan flexibility and award tax credits to small businesses.

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Multi-family apartment buildings like these are eligible for inclusion as REIT investments

The REIT Income for Retirement: 6 Reasons to Invest in REITs

Retirees seek diversified retirement income sources as they continue to age. REIT income may provide the risk-adjusted returns they need.

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hand holds plant, a metaphor for investing in private equity for growth.

Invest Tax-Advantaged Retirement Funds in Private Equity for Growth

Many people don’t know they can invest tax-advantaged retirement funds into private equity for growth. The strategy isn’t for everyone. Is it for you?

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A retiree looks out the window and contemplates her finances

America’s Retirement Crisis: Problems and Solutions

America is facing a retirement crisis. Less than half of Americans are confident in their retirement security. What can you do to retire at 67?

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Two retirees hold hands as they consider retirement service providers.

Know When It’s Time to Switch Your Retirement Plan Service Provider

Evaluate Your 401(k) Service Provider with These Questions The new year is a great time to take stock of your company offerings, and for plan sponsors, that should include a thorough review of your retirement plan provider. With fiduciary duty on the line, not taking the time to carefully review and make any changes can […]

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401k lawsuit

4 Steps All Companies Should Take to Protect Themselves from a 401(k) lawsuit 

401(k) lawsuits are on the rise. Take these four important steps to ensure retirement plan options are transparent and reasonable.

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retirement account fees

Not Knowing Your Retirement Account’s Fees Can Cost You Plenty

As a retirement plan sponsor, can you justify its mutual fund fees? Find out how to identify and assess plan fees to the benefit of employees.

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