Articles
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]
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item = Retirement & Financial Planning
Retirement & Financial Planning
item.slug = retirement-financial-planning -
item = Market Updates
Market Updates
item.slug = market-updates -
item = 401(k) For Employers
401(k) For Employers
item.slug = 401k-for-employers -
item = Investing
Investing
item.slug = investing -
item = Life in Retirement
Life in Retirement
item.slug = life-in-retirement -
item = Taxes
Taxes
item.slug = taxes -
item = Social Security
Social Security
item.slug = social-security -
item = Financial Planning
Financial Planning
item.slug = financial-planning -
item = Insurance
Insurance
item.slug = insurance -
item = Women in Retirement
Women in Retirement
item.slug = women-in-retirement -
item = Healthcare
Healthcare
item.slug = healthcare -
item = IRA, Pensions, 401(k)
IRA, Pensions, 401(k)
item.slug = ira-pensions-401k -
item = Estate Planning
Estate Planning
item.slug = estate-planning -
item = 401(k) Approach
401(k) Approach
item.slug = 401k-approach -
item = Advisor - Allison Scoggin
Advisor - Allison Scoggin
item.slug = advisor-allison-scoggin -
item = Advisor - Dan Rausch
Advisor - Dan Rausch
item.slug = advisor-dan-rausch -
item = Advisor - Jeremy Murray
Advisor - Jeremy Murray
item.slug = advisor-jeremy-murray -
item = Advisor - Lynda Tu
Advisor - Lynda Tu
item.slug = advisor-lynda-tu -
item = Advisor - Renee Nenninger
Advisor - Renee Nenninger
item.slug = advisor-renee-nenninger -
item = Advisor - Darren Dindinger
Advisor - Darren Dindinger
item.slug = advisor-darren-dindinger -
item = Advisor - Laurie Ingwersen
Advisor - Laurie Ingwersen
item.slug = advisor-laurie-ingwersen -
item = Advisor - Michael Coates
Advisor - Michael Coates
item.slug = 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...