Browsing Tag
Retirement Planning
360 posts
Retirement planning is the process of strategically managing your finances to ensure you have enough money to support your desired lifestyle after you stop working full-time. It involves setting financial goals, estimating expenses, and creating a plan to accumulate enough savings through various investment and savings strategies. Essentially, it’s about preparing for a financially secure and comfortable retirement.
Can’t Sleep? 401(k)s Are to Blame
Talk of retirement saving is supposed to put people to sleep, but not Gen X, and if recent…
19 Answers to 401(k) Retirement Readiness Questions
401(k) participants here in the States feel pretty good about their retirement prospects, at least when compared with…
401(k) Fun: Retireholi(k)s Offers Advice With Attitude
If you stumble upon a group of otherwise professional-looking people wearing trucker hats with “Your TPA Sucks” written across the…
Why Boutique 401(k) Firms are Blowing Up
The middle market is where it’s at, at least according to asset managers in the 401(k) space. Research…
Get Ready for ‘National Retirement Security Week’
Seems like we just got through with National 401(k) Day, and we’re already on to National Retirement Security Week.…
How 401(k) Advisors ‘Immediately’ Gain Credibility with Prospects, Clients
Authority marketing – it’s an entendre that works a number of ways. For the purposes of “The Authority…
How Small 401(k) Plans Equal Big Profit Margins
Discover how small plan retirement advisory can yield big margins with the right process, workflow, and client relationships.
4 Digital Marketing Steps 401(k) Advisors Should Take Now
Sheri Fitts doesn’t mince words. “401(k) advisors are 10 years behind where they need to be with their digital marketing,”…
401(k) Fiduciary Rule: ‘Everyone Shares the Blame’
What concrete actions should advisors be taking to prepare for the full implementation of the Department of Labor’s…
How to Address the 401(k) Industry’s Diversity Issue
You certainly can’t call Ross Marino a hands-off conference manager. The founder and CEO of Excel 401(k): The…