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.

  • Timing Is Everything: Using Annuities as a Retirement Planning Tool

    May 5, 2025

    Factors such as the market return environment when you retire and throughout your life (how long you live) can make a big difference in whether your retirement income plan is successful.

  • Navigating Volatile Markets During Pre and Post Retirement

    Kim Beil May 1, 2025

    If you are nearing or in retirement, market uncertainty can be concerning, especially when it comes to ensuring your assets last beyond your working years. The good news is that there are strategies to help you stay on track for the long run.

  • Understanding Retirement Risks You Can & Cannot Control

    Jay Guyer April 28, 2025

    There are many aspects to consider when thinking about mitigating risk in retirement. Here are two categories we often recommend to shape the conversation around retirement income planning. Remember, there are other risks to consider, which you can discuss with us at any time.

  • Retirement Plans for the Self-Employed: Choosing the Right Plan for You

    Joe McDonald April 11, 2025

    Saving for retirement is a major concern for most Americans, but as a self-employed individual, you need to figure out how to save for retirement on your own.

  • Secure 2.0 Act: What Plan Sponsors Need to Know Now

    Dann Stephens March 21, 2025

    As 2025 unfolds, the SECURE 2.0 Act is bringing key changes that will impact retirement plan design and participant savings strategies.

  • Trusteed IRAs Need to be Reviewed Under Post-Secure Act Rules

    Jay Guyer March 21, 2025

    Those considering using a trusteed IRA to address larger wealth transfer goals are encouraged to take a fresh look at their plans following updated distribution rules of the SECURE Act and SECURE 2.0.

  • An Important Update on Social Security Benefits

    February 28, 2025

    The Social Security Fairness Act was recently signed into law, repealing the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO).

  • 6 Tips for Retirement Literacy

    Jay Guyer February 26, 2025

    A recent Federal Reserve survey reported that 28% of non-retirees do not have any self-directed retirement savings*.

  • An Annuity Income Strategy During Volatile Markets

    Peter A. Longo February 18, 2025

    While it’s understandable to feel uneasy when the market experiences periods of extreme volatility, it’s important not to panic and instead focus on what you can control. Implementing new strategies, in consultation with us, may help keep long-term goals on track.

  • Don’t Overlook This Hidden Retirement Risk

    Peter A. Longo February 18, 2025

    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.


Article Authors

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