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
Our Approach to Your 403(b)
Why isn’t your plan working? It’s our goal to help you achieve 100% employee participation in your 403(b) plan. Better for your employees. Better for you. The Business Challenge Non-profits are a special entity because their mission is...
These are your main retirement healthcare options
“What am I going to do about healthcare?” While our advisors obviously get asked a lot of retirement questions, healthcare usually tops the list. It’s easy to understand why. Planning for 30 years of retirement healthcare expenses can be...
June 2019 Market Update
You're About to Witness History Being Made We’re on the verge of something we’ve never seen before: If the U.S. economy keeps growing until July, our current economic expansion (it began in June 2009) will be the longest ever! In the post-World War...
Q&A: How do I deal with the mental transition into retirement?
My brother was a lawyer for more than 40 years, and he recently retired. He seems to be struggling a bit with the transition. I plan on retiring next year and don’t want to fall into the same trap. Any advice? -Tony K. Tony, we’re not at all...
3 Ways to be Tax Smart All Year Long
Do you know the difference between tax preparation and tax planning? We can help. Because while they sound similar and are sometimes used interchangeably, they are two very different things. Tax preparation is more short term. It involves: Gathering...
Your Essential Social Security Break-Even Point
Let’s cut to the chase: When should you really apply for Social Security? It’s something we get asked every day. That’s because Social Security is not only complicated, if you listen to the news, you’ve probably heard that changes to the...
May 2019 Market Update
Have you wondered how long the good economic times will last? With Memorial Day kicking off the start to summer, now is a great time to look back at how the economy has fared so far this year, and what that means for long-term investors. At the...
Q&A: Help! My government pension is a disaster!
Reader’s Question I’m 54 and have worked for the state of Kentucky for 20 years. Our pension fund is in terrible shape and I’m nervous I’m not going to have enough money to retire. (I want to quit working in 10 years.) Should I rethink my 10-year...
3 Money Mistakes to Avoid Before Retirement
Are you 100% confident in the decisions you’re making with your savings? We’ve seen a lot of hard-working people who are about to retire make a single bad choice – and it’s derailed their plans before they can happen. It’s critical to keep in mind...
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