Retirement & Financial Planning Articles

3 Investment-Risk Considerations for People Over 50

Are you over 50? If so, how much risk do you have in your portfolio?

Reader’s Question: Increase mortgage payments or 401(k) contributions?

Reader’s Question: My husband and I are both in our late-50s. We steadily contribute to our 401(k)s, but other than the equity in our home, we have no other [...]

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Motivating Savings with Financial Wellness and Plan Design

Resolution season is upon us. January through March are the peak motivation months.

Will I Outlive My Money?

One of the greatest questions older Americans face as they think about retirement is, “What will it cost?” There is no simple answer, but one thing is likely: it will cost more than you think.

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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.