Articles

Your Essential Social Security Break-Even Point

Social Security is in the news, again. It can be confusing. But there is one filing approach that people who have yet to apply need to consider before pulling the trigger.

Q&A: Help! My government pension is a disaster!

Reader's Question: Kentucky's state employees' pension is woefully underfunded, and, unfortunately, that isn't the only state with a massive shortfall. Find out what to do if your employer's pension fund is stuck in the red.

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How to Think About Financial Wellness ROI

3 Money Mistakes to Avoid Before Retirement

These 3 straightforward tips could both save your retirement and keep you from making costly-but-common money mistakes.

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¹The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey.

²Scott Hanson (2011, 2012, 2013, 2014, 2015 & 2016) and Pat McClain (2012, 2013, 2014, 2015 & 2016). Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.

³As of 03/19, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $4 billion in total assets under management and administration.

^✢Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry.

^✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization.

Financial Times, FT 300 Top Registered Investment Advisers, June 2016. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.