Articles
blog_topics(group.id, 250) = [Retirement & Financial Planning, Market Updates, 401(k) For Employers, Investment Management, Life in Retirement, Tax Planning, 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 - Darren Dindinger, Advisor - Jeremy Murray, Advisor - Laurie Ingwersen, Advisor - Lynda Tu, Advisor - Michael Coates, Advisor - Renee Nenninger]
blog_tags(group.id, 250) = [Retirement & Financial Planning, Market Updates, 401(k) For Employers, Investment Management, Life in Retirement, Tax Planning, 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 - Darren Dindinger, Advisor - Jeremy Murray, Advisor - Laurie Ingwersen, Advisor - Lynda Tu, Advisor - Michael Coates, Advisor - Renee Nenninger]
all_topics = [Retirement & Financial Planning, Market Updates, 401(k) For Employers, Investment Management, Life in Retirement, Tax Planning, 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 - Darren Dindinger, Advisor - Jeremy Murray, Advisor - Laurie Ingwersen, Advisor - Lynda Tu, Advisor - Michael Coates, Advisor - Renee Nenninger]
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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 = Investment Management
Investment Management
item.slug = investment-management -
item = Life in Retirement
Life in Retirement
item.slug = life-in-retirement -
item = Tax Planning
Tax Planning
item.slug = tax-planning -
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 -
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content.tag_list = [Healthcare]
content.tag_list[0] = Healthcare
tag = Healthcare
content.tag_list = [Life in Retirement]
content.tag_list[0] = Life in Retirement
tag = Life in Retirement
content.tag_list = [Women in Retirement]
content.tag_list[0] = Women in Retirement
tag = Women in Retirement
content.tag_list = []
content.tag_list[0] =
content.tag_list = [Insurance]
content.tag_list[0] = Insurance
tag = Insurance
content.tag_list = [Retirement & Financial Planning]
content.tag_list[0] = Retirement & Financial Planning
tag = Retirement & Financial Planning
content.tag_list = [Life in Retirement]
content.tag_list[0] = Life in Retirement
tag = Life in Retirement
content.tag_list = [Investment Management]
content.tag_list[0] = Investment Management
tag = Investment Management
content.tag_list = [Investment Management]
content.tag_list[0] = Investment Management
tag = Investment Management
content.tag_list = [Investment Management]
content.tag_list[0] = Investment Management
tag = Investment Management
tag = [Healthcare]
Reader's Question: We're retiring! What's our healthcare going to cost?
Reader’s Question: My wife and I are both 63 and are going to retire in 14 months. Our biggest worry is healthcare. I used to think that Medicare paid everything. Boy was I wrong! Can you please give us an estimate of the expenses, and some...
tag = [Life in Retirement]
3 Surprising "Year One" Retirement Trends
Most of our clients can probably remember why and when they first called us. That’s because, even though we recommend you begin working with an advisor 3-5 years before you retire, there are some key moments in life, things many people go through or...
tag = [Women in Retirement]
Women, Their Partners in Retirement
What you need to know, what you should do. While the financial needs of modern retirees continue to evolve, probably no group faces more challenges than women. Here are two facts that make retirement for women more expensive (than it is for men),...
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4 Ways to Fund Both College and Retirement
How borrowing from your retirement accounts hurts everyone. Are you on the hook for college tuition? Just about everyone understands that it’s expensive. What many people don’t plan for, however, is how they’re going to pay for it once they’ve...
tag = [Insurance]
Reader’s Question: Is life insurance a good investment?
Question: I’m 62 and about to retire. Should I keep my term life insurance, or should I invest in a permanent life insurance policy? Scott Hanson: I really like this question because it speaks to a lot of the people I meet who are on the brink of...
tag = [Retirement & Financial Planning]
The 2 Thieves of Retirement Income
Easy-to-Ignore Considerations that Could Cost You a Lot of Money How much income will you need once you retire? Our clients who are reading this know that answering that question takes some digging. That’s because we work with quite a few people who...
tag = [Life in Retirement]
3 Keys for Volunteering During Retirement
A step-by-step plan for finding good fits for you. Have you ever volunteered? I meet with a lot of recent retirees who are passionate about their charity work. In fact, it inspires me to hear about the joy it brings them. So who’s volunteering, and...
tag = [Investment Management]
The 3 Benefits of Working with an Independent, Fee-Based Advisor
When you hear the word “independent,” what comes to mind? It’s an important question for investors and people nearing retirement. That’s because, if you’ve yet to select an advisor, you’re: Looking for someone you can trust Going to want to work...
tag = [Investment Management]
Why It’s Critical to Work with a Fiduciary Financial Advisor
Positive Outcomes from the DOL to You Consider the word “fiduciary.” In April of 2016, the term “fiduciary advisor” finally gained some much-needed traction within the public’s consciousness when the Department of Labor (DOL) introduced its...
tag = [Investment Management]
Items Your Annual Retirement Plan Review May Be Missing
As a plan sponsor, you are no stranger to the annual retirement plan review. And believe it or not, it is that time of year again! Although you may meet quarterly or semi-annually with your advisor, a yearly plan assessment is an opportunity to...