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group.id = 109147514443
blog_topics(group.id, 250) = [Retirement & Financial Planning, Market Updates, 401(k) For Employers, Investing, Life in Retirement, Taxes, Social Security, Financial Planning, Insurance, Women in Retirement, Healthcare, IRA, Pensions, 401(k), Estate Planning, 401(k) Approach, Advisor - Allison Scoggin, Advisor - Dan Rausch, Advisor - Jeremy Murray, Advisor - Lynda Tu, Advisor - Renee Nenninger, Advisor - Darren Dindinger, Advisor - Laurie Ingwersen, Advisor - Michael Coates]
blog_tags(group.id, 250) = [Retirement & Financial Planning, Market Updates, 401(k) For Employers, Investing, Life in Retirement, Taxes, Social Security, Financial Planning, Insurance, Women in Retirement, Healthcare, IRA, Pensions, 401(k), Estate Planning, 401(k) Approach, Advisor - Allison Scoggin, Advisor - Dan Rausch, Advisor - Jeremy Murray, Advisor - Lynda Tu, Advisor - Renee Nenninger, Advisor - Darren Dindinger, Advisor - Laurie Ingwersen, Advisor - Michael Coates]
all_topics = [Retirement & Financial Planning, Market Updates, 401(k) For Employers, Investing, Life in Retirement, Taxes, Social Security, Financial Planning, Insurance, Women in Retirement, Healthcare, IRA, Pensions, 401(k), Estate Planning, 401(k) Approach, Advisor - Allison Scoggin, Advisor - Dan Rausch, Advisor - Jeremy Murray, Advisor - Lynda Tu, Advisor - Renee Nenninger, Advisor - Darren Dindinger, Advisor - Laurie Ingwersen, Advisor - Michael Coates]

4 of the biggest retirement healthcare misconceptions

What’s your biggest concern about retirement? If you’re like most people, healthcare and all of its associated costs are near the top of the list. That’s why education – and knowing what to plan for – is critical. And because there’s a lot of...

Why your workout plan is just as important as your financial plan

“When you go from age 67 to 68, it’s not really one year, physically. It’s more than one year.” As a former college athlete, Denny Smith knows what it feels like to be in shape. Now, the Ohio retiree has made it his mission to stay active as he...

You’re Not Supposed to Talk About This (But We Want You To)

As early as our childhood, we’re discouraged from talking about money. “Mom, how much do you make?” “That’s rude. Don’t ask.” “Dad, how much did our vacation cost?” “That’s rude. Don’t ask.” “Hey, Billy. How much did your brother pay for his car?”...

August 2019 Market Update

You’re part of history. The U.S. economy has now been growing for over 10 years, making it the longest expansion, ever. This, perhaps understandably, has a lot of people talking “recession.” While we’re certainly not predicting that a recession is...

Annuities: The Good, the Bad, and the Ugly

Retirement security. That’s all you're looking for, right? While pensions still exist for some retirees, a guaranteed stream of income from an employer that lasts the rest of your life, unfortunately, doesn’t play into the equation for most people...

For the Future of Social Security, Just Look Back

$22.54. That’s how much 65-year-old Ida May Fuller, a resident of Ludlow, Vermont, received on January 31, 1940. The check number? 00-000-01. The very first Social Security check. (That’s about $412 dollars in 2019 money.) Little did Ms. Fuller know...

Woodstock, Inflation and 3% of the Moon

Do you like history? Want to retire better? If you’re over 50, and you look back at your life and our era, you’ve seen some amazing things. The summer of 2019 marks the 50th anniversary of some significant events. Two that stand out are July 20th,...

July 2019 Market Update

Do you have any brothers or sisters? Here’s the story of Bob, Susan, and John, who are not only siblings but hard-working triplets who all just retired. Besides their physical resemblance, the three have a lot in common. For instance, they: Have the...

Q&A: How do I find a long-lost retirement account?

“I had a 401(k) with one of my first jobs out of college. But I was only there for a few years, and once I took a new job, I forgot all about it. I don't even know if that company exists anymore (it’s been more than 30 years!). Can I find that old...

Our Approach to Your 401(k)

Are you paying too much? We believe we can save you money. Greater savings is better for your employees, and better for you. The Business Challenge We regularly get calls from companies that work with well-known firms to manage their 401(k) and who...

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