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Retirement
A New Way to Calculate Retirement Health Care Costs
We believe viewing retirement health care costs as an annual expense, instead of as a lump sum, makes it easier for retirees to plan for and pay for them.
Retirement
Marching to a Million: How to Keep Financial Goals on Track When Starting a New Job
This piece is approved to use with clients.
As employment in the U.S. begins to recover following the devastating job losses incurred during the first few months of the pandemic, some younger adults are now seeing their job searches bear fruit. In the second of a two-part series, Retirement Director Ben Rizzuto outlines three steps to help those who have recently started new careers stay on track to their long-term financial goals.
Retirement
Marching to a Million: How to Navigate the Post-COVID Job Market
This piece is approved to use with clients.
While the U.S. job market is slowly recovering from the soaring unemployment rates seen in April and May, it remains an exceptionally challenging environment – particularly for young adults who were preparing to enter the workforce just as COVID hit. In the first of a two-part blog post, Retirement Director Ben Rizzuto offers actionable strategies for young adults who may find their career prospects dimmed in today’s job market.
Client Relationships
Manage my client's market-driven emotions
This guide can help your clients manage the cycle of market emotions in the short-term for better long-term results.
Client Relationships
Retain clients in uncertain markets
What can you do to improve client retention during periods of market uncertainty? And beyond that, how can a downturn actually provide an opportunity to find new clients and build your business?
Retirement
What volatility means for retirement plan participants
This piece is approved to use with clients.
Market volatility doesn’t have to interfere with retirement outcomes. Here are three ways volatility can impact plan participants and three ways to manage it.
Client Relationships
Help Your Clients Understand Account Types and Compensation
With more demands on your time, having conversations with clients will be critical to determine what account types and investment plans are in their best interests.
Client Relationships
Women and Investing: Myth vs. Reality
When it comes to finances, women are more likely to experience negative stereotypes about their investment knowledge than men, according to a new survey.
Retirement
Approaching Retirement: 3 Smart Money Moves in Your 50s
This piece is approved to use with clients.
After you turn the big 5-0, you need to get serious about retirement planning. Here are three things to do now to prepare for a brighter future for yourself and your loved ones.