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Secure Act 2.0: What Matters to Retirees?

The Secure Act 2.0 overhauls, pioneers, and expands upon many new rules for retirement savers. But what are key provisions that new retirees should be aware of? The full text...

The Future of Financial Advice Is Today

We applaud and celebrate leaders in financial services who have finally embraced the concepts put forth in our book. Advice Only: Retirement Planning Methodology & Handbook (Hall, Q. 2019) View...

Simplifying Your Relationship With Stock Options

Stock options can be among the most confusing aspects of the financial planning process. The subjectivity built into these programs will consider personal preferences, planning timing tactics, diversification, and tax...

How Much of a Guarantee Do I Actually Need?

Guaranteed income offers all kinds of benefits to a financial plan but also comes with tradeoffs, namely growth, and cost. Finding the “sweet spot” for a guarantee in a financial...

Are Retirees Being Real?

The annual Retirement Confidence Survey consistently shows retirees’ expectations pre, and post-retirement may not always be realistic for specific areas of retirement planning. A realistic financial plan will consider all...

Planning a Sustainable Withdrawal Strategy for Retirement

Planning a sustainable withdrawal strategy is one of the most overlooked areas of financial planning. A clear and coordinated withdrawal strategy is crucial because it will ultimately determine how an...

Top 15 Retirement Planning Mistakes to Avoid

#1 Not having a rational process A process for decision-making helps maintain focus, reduces uncertainty, and ensures that everyone remains on the same page. Having a process translates to efficiency...

12 Ways to Perfectly Time Your Retirement Planning

Choosing a retirement date is the final step before entering retirement. But for a smooth transition, most individuals will need to coordinate benefits and potentially make last-minute adjustments to their...

Rebuilding the Retirement Planning Buckets

As the COVID-19 pandemic swept the country, we first reported this event’s game-changing effect on retiree income, specifically for those who recently retired or were about to retire. Many individuals...

Top Non-Traditional Financial Planning Considerations

You decided that further development of the project is impossible without search engine promotion. We found a specialist, provided him with access......

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