Articles

Q&A: How do I deal with the mental transition into retirement?

Yes, the financial elements of retirement planning are important. But there’s more you need to be thinking about – and it has nothing to do with money.

The Financial Marathon

Reaching retirement is not a sprint, but a marathon. This long-term goal takes preparation and persistence. How are you helping your employees get ready to reach the finish line?

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3 Key Strategies So You Don’t Outlive Your Money

Want a great retirement? What you do today is what determines how long your savings will last. Here are 3 key money strategies that you should focus on right now.

3 Ways to be Tax Smart All Year Long

Saving money on taxes isn't just for the month of April, anymore. You don't have to be an accountant to integrate 3 approaches to your taxes that can help you enjoy a smooth retirement.

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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.