Educational Insights

Our educational insights cover a variety of topics to help you better address your financial needs and implement your financial plan, with strategies and solutions that may help you meet your financial goals.

  • Take Advantage of Overlooked Retirement Plan Tax Credits

    Les Risell April 27, 2023

    Investing through a company sponsored retirement plan is a great way for employees to save for retirement, and is a valuable benefit provided by employers. There are two updated tax credits that are making this easier—and more profitable—for both the employee (participant) and the company sponsoring the plan.

  • Using Life Insurance as a Retirement Planning Tool

    Peter A. Longo April 11, 2023

    Cash value life insurance can offer you both financial security and a tax-deferred way to accumulate additional funds for retirement that can work similarly to a Roth IRA.

  • Retirement Readiness

    Jack Cintorino April 10, 2023

    While investment returns are important, cash flow is the #1 driver of a retirement plan’s sustainability. If you are approaching retirement, these steps may help you understand the risks of underestimating your retirement expenses.

  • Don’t Overlook This Hidden Retirement Risk

    Peter A. Longo December 6, 2022

    After working so hard to save for retirement, it’s important to be aware of potential risks that arise when you stop earning and start withdrawing. This article explores some solutions you may consider to help protect your retirement income from sequence of returns risks.

  • Why Opt for a ‘Total Return’ Retirement Strategy?

    Kenneth Couser November 30, 2022

    As the average life span increases, so does the length of retirement for many individuals. So, how can you better prepare for this new reality? This article explores a 'total return' retirement strategy and how it may help your income outlast your lifetime.

  • Retirement Planning for Women

    Shurdonna Joseph November 23, 2022

    The world of personal finance and investing can often feel overwhelming, and navigating these realms as a woman presents its own unique challenges and opportunities. This article takes a closer look at the current landscape of how gender may affect your financial experiences, offering tips and important considerations for women saving for retirement.

  • The Three A’s of Retirement Income

    Peter A. Longo August 25, 2021

    You’ve spent your entire working life saving and investing in tax-advantaged retirement accounts like 401(k)s and IRAs.


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