Results for Retirement Planning Consultants Services

While employers may want to provide better options to their employees, the fiduciary, financial, and administrative hurdles are steep. Retirees will have to pick from a small list of solutions until new alternatives are developed. This article by Milliman’s Kari Jakobe summarizes some of the existing approaches commonly used by retirees to convert their retirement distributions into a lifetime of retirement income. Save 10 awardees at…

United Way of Bucks County September 24th, 2015 On Thursday, October 1, 2015, Inspire Federal Credit Union and Merrill Lynch will present a special FREE Financial Wellness Workshop for teachers and educators around Bucks County. The Retirement Planning for Teachers Financial Wellness Workshop will be held inside Inspire FCU’s Bristol Branch (2104 Bath Road, Bristol, PA 19007) beginning at 6pm. Retirement is within reach and it’s…

Many business owners look for opportunities to maximize their time, their productivity and their sales. Often times they find themselves entrenched in running and managing their business, with little time devoted to planning for a successful retirement. Until recently, cash balance plans have been relatively unheard of, but their high contribution limits and powerful tax savings features have attracted a lot of attention. As a result…

A successful financial plan or a plan to address accumulated wealth requires much more than an assembled report or analysis with recommendations. Many times a person that is nearing retirement or has accumulated wealth has a written plan created and then shortly thereafter, finds it to be stored on a shelf or in a drawer and is never really looked at again. As a great contributor to the financial profession, Dave Ramsey, once stated, that financial planning is 20% planning and 80% behavior…

As a financial advisor to young professionals, I emphasize how important it is to start saving early for retirement. You might not want to restrict yourself to a budget, but what you want to do is …

Do you know...? ...what to do in the first five years of retirement that will make the difference between going broke or leaving a legacy? Professors and actuaries know it, some insurance professionals know it but some of the nicest individuals in America do not know that what happens in the first three to five

A report by Canada-based information technology services provider CGI Group Inc. and U.K.-based research firm Oxford Economics Ltd. found that cyber attacks across seven global stock exchanges have cost investors at least £42 billion ($52.7 billion) since 2013.

Alliant Insurance Services Inc. has combined its portfolio of industry-focused specialty insurance practices to form Alliant Specialty Group.

The defined benefit plan is a powerful tax strategy for high income individuals with self-employment income. It's great for small business owners who want to catch-up on their retirement saving and save a tremendous amount on taxes. Cl ick here , or in the image below, to view our latest webcast on Defined Benefit Plans. Or copy the this link Click here to read a case study. Why is a defined benefit plan a powerful tax strategy for high income individuals with self-employment…

Sponsorship will support new research, scholarship program. The CFP Board Center for Financial Planning today announced that Envestnet will support its work to provide all Americans access to a diverse, competent and ethical financial planning workforce as a Founding Sponsor. “Envestnet’s generous contribution will advance two key Center goals: expanding and diversifying the numbers of financial planners, and providing these financial planners with new research-based resources…