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Rethinking Retirement Planning Moves

Rethinking Retirement Planning Moves (2023)

Updates to Rates of Return. Rates of return are tied to a dollar’s expected usage point. ROR assumptions are crucial to retirement financial planning because they anticipate how dollars will meet plan needs over time. Short, Medium, and Long-term money will each have different expected usage points.  Naturally, these different pockets should have varying risk […]

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 of the omnibus bill text can be found here. What are the important retirement provisions? Section 107: Increases to RMD ages for some retirees Effective […]

They're Selling You The Sizzle, Not The Steak

They’re Selling You The Sizzle, Not The Steak

So the larger planning firms must be better at what they do, right? They must have proprietary skillsets, technology, and other solutions that are only available through them. After all, they currently hold almost all of America’s wealth and frontload a shocking amount of lobbying money against the fiduciary standard. The assumption by many clients […]