Talking With Clients About Social Security’s Finances

Apr 06, 2023

How should financial planners respond to client worries about Social Security’s future?

Top Tax Mistakes to Avoid If You Make More Than $100,000

Apr 05, 2023

Even those making more than six figures are feeling the squeeze of inflation. Here’s how to make earnings go further come tax season.

Student Loan Mess Complicates 401(k) Plan for Young Savers

Apr 04, 2023

As part of the SECURE 2.0, employers can soon choose to let workers’ student loan repayments count toward 401(k) matching contributions.

Insurtech Startup Modern Life Adds Long-Term Care Insurance

Apr 04, 2023

The platform helps advisors from initial data collection to comparisons, quotes and sales of insurance products.

Are IRAs in the Best Interest of Workers and Retirees?

Apr 03, 2023

Consolidating within a 401(k) plan may be a better option and is becoming easier.

Getting the Highest Social Security Benefit Is More Crucial Than Ever

Apr 03, 2023

A new report says the Social Security Trust Fund’s ability to pay in full may run out earlier than forecast, making smart claiming strategies even more critical.

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SECURE 2.0 Creates Many Opportunities for RPAs

Apr 12, 2023

SECURE Act 2.0: making small business plans a reality.

Finding Balance Between Guarantees and Flexibilities in Annuities

Mar 30, 2023

Listen in as Corinne Anderson, VP of Retirement Product Strategy at Protective Life, talks about the silver lining in rising interest rates for clients looking to save for retirement.

401(k) Real Talk Episode 53: March 29, 2023

Mar 29, 2023

Open, honest and candid discussions about the latest news in the RPA industry.

A Recipe for Retirement for the American Worker

Mar 28, 2023

RPAs need the right people and technology in place to get 'the underserved' to and through retirement.