Entering the 'wealth transfer zone'
What pre-retirees need to know to protect their assets and interests.
Insurance, Annuities, and Investments
Blog Listing
4 times when term insurance may be the answer
Term life insurance can offer solutions for a variety of issues.
Understanding voluntary benefits
Business owners, a successful benefit program can improve overall employee productivity.
Hispanics face greater retirement risks
Latinos live longer and, statistically, have less saved for retirement.
An ancient tool for modern results
An important measurement of a retirement plan’s success is how well it prepares employees to retire.
Estate planning: Learning from the famous
A prominent actor or musician dying without a will? Beware of their example.
Popularity of PRTs good news for employers and employees
When a pension has been transferred to a financially secure, experienced life insurer, it’s good news.
David Ortiz: I owe it all to my dad
MLB star “Big Papi” said his father pushed him to pursue baseball and remains his role model today.
Custodial accounts and Coverdells: How to use them
You might consider a custodial account for flexibility — or a custodial 529 or Coverdell for education.
Fighting poverty one relationship at a time
Reduced social capital creates a significant barrier to financial wellness in distressed communities.
The enemies of retirement savings
Certain behaviors can reduce retirement savings and impair the ability of employees to retire.
How the 'dungeon' and his father shaped Aaron Donald
Understanding how an NFL defenseman developed his work ethic from his dad.
The education mandate
There's help for financial professionals putting together educational sessions for employees of plan sponsors.
Single? 3 reasons why you still might need life insurance
Mom and Dad? Debt? Here are some situations that might merit a life insurance solution.
5 reasons why women should be selfish…financially
Women often help their friends and family at the expense of their own financial security.
7 back-to-school shopping tips that can teach your kids to save
Parents can show children valuable money skills during back-to-school shopping season.
Working in retirement – or not
Some new study findings may be helpful for financial professionals as they counsel about working in retirement.
Fiduciary insights: Don’t fly solo
It helps to have a navigator when setting up a workplace retirement plan.
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