Browsing Tag
Retirement
2371 posts
Retirement, as defined by the law, encompasses two distinct aspects. Firstly, it refers to the voluntary fulfillment of an obligation or payment of a debt. Secondly, it involves the act of giving up one’s work, position, or professional activities.
What’s Your HSA ‘Personality Type?’
Are you (or your client) a saver or spender? Budgeter, manager, long-term investor? HealthSavings Administrators has identified the…
Retirees Handling COVID-19 Better than Younger Generations?
Retirees are coping with the effects of COVID-19 far better than younger generations, despite the pandemic’s severe and…
MAJOR Absence of Minority Representation in Financial Regulation
“Perhaps one of the biggest open secrets in Washington, D.C. is the virtual absence of African American financial…
August Top Advisor by Participant Outcomes (TAPO)—Jania Stout
It’s a Family Affair “WE’RE DOING A LOT of financial literacy for younger adults and older kids,” Jania…
Do Employers Need COVID-19 Waivers?
COVID-19 liability waiver helps employers reduce risk, protect business, and ensure safety for employees and visitors.
7 Behaviors of Exemplary Fiduciaries
The vast majority of our nation’s liquid investable wealth is in the hands of lay-fiduciaries—the 8 million men…
5 Guiding Principles for RIA Firm Success
RIA firms entered 2020 from a position of strength with robust five-year growth trends across assets under management (AUM), revenue, and clients.
How to Close the Coming COVID-19 Retirement Savings Gap
When the dust finally settles from the COVID-19 pandemic, the nation’s retirement deficit will have widened significantly, due…
IRS Reminds Seniors: No RMD in 2020
The Internal Revenue Service is reminding seniors and retirees that they are not required to take money out of…
Bloomberg’s (Extremely) Bogus 401(k) Fight
“In 2020, there is no tax advantage remaining to the 401(k).” It’s just one of many hot takes…