Posts Tagged ‘Retirement Planning’

Updating Financial Advisor Standards

Posted in Community,Financial News,Retirement
April 23rd, 2015 at 9:00 am by Ally

Is your financial professional putting your needs first? In the financial services industry, there’s no shortage of people calling themselves financial advisors. Unfortunately, anyone can call themselves a financial advisor, which can be highly misleading and confusing. According to AARP, there are more than 400,000 people in the U.S. that call themselves financial advisors –… read more

Aging Workforce Good for Employers and the Economy

Posted in Community
April 16th, 2015 at 10:01 pm by Ally

Older workers have long encountered age discrimination from employers who perceived them to be less creative, resistant to change, unmotivated and costly to keep. However, recent studies and polls debunk these negative stereotypes and suggest that mature workers are an integral part of businesses staying successful in a competitive marketplace. According to a new report… read more

Early 401(k) & IRA Withdrawals Erode Retirement Assets

Posted in Community,Products
April 9th, 2015 at 10:00 am by Ally

Did you know millions of Americans are dipping into their retirement accounts prematurely, causing permanent damage to future retirement account balances? According to a new study released by the Center for Retirement Research at Boston College (CRR), 1.2 percent of all assets leak out annually, mostly from cash-outs (0.5 percent) and hardship withdrawals (0.3 percent).… read more

Top Healthy Eating Trends for 2015

Posted in Community
March 17th, 2015 at 10:31 am by Ally

Eating nutritious foods can help you look and feel better, and it can also be good for your bank account. Foods high in vitamins and minerals helps to fuel the body’s overall function, and help to better manage the risk of developing disease. Unplanned medical costs can quickly eat away at your wealth before and… read more

Ready, Set, Retire: Holistic Money Management

Posted in Community,Retirement
March 12th, 2015 at 9:00 am by Ally

Taking a holistic view of your finances as you enter retirement is an ongoing process. Managing your wealth involves careful consideration and planning of debt management, investing strategy and making your portfolio last. Greg McBride of provides some money management guidance. Other Articles You Might Like: Ready, Set, Retire: Boost Your Savings Ready, Set,… read more

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