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Your Life Simplified - On the Road Again - Post-COVID Travel

On the Road Again…Post-COVID Travel

July 27, 2021
After being in lockdown for so long, many of us are ready to get out and travel again, especially...
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Bill Proposal Suggests Employers Offer Retirement Plan Match While Students Pay Off Debt

Bill Proposal Suggests Employers Offer Retirement Plan Match While Students Pay Off Debt

July 2, 2021
The Senate introduced a bill in April 2021 to make it easier for people to pay on student loans...
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Cyber Security for Retirement Planning

DOL Issues Cybersecurity Guidance for Retirement Plans

June 7, 2021
As of April 14, 2021, the Department of Labor (DOL) has finally issued guidance related to the cybersecurity measures...
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How the Trend of Offering Managed Accounts Is Taking Off

How the Trend of Offering Managed Accounts Is Taking Off

May 12, 2021
As plan sponsors help participants become more retirement ready, managed accounts have risen to the forefront as a tool...
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Your Questions, Answered: Retirement Distributions

Your Questions, Answered: Retirement Distributions

April 29, 2021
On this week’s episode of Your Questions, Answered  Eric Haberkorn  talks with  Brian Leitner , about strategies for withdrawing...
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DOL Rule on ESG Investments Not to be Enforced

DOL Rule on ESG Investments Not to be Enforced

April 7, 2021
Last fall, the Department of Labor (DOL) put up guardrails related to the inclusion of “nonfinancial” objectives, including those...
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Retiring Early? Plan Ahead for Income and Health Care

Retiring Early? Plan Ahead for Income and Health Care

April 1, 2021
You may choose to retire early, take a buy-out package or have to retire sooner than expected due to...
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Minimizing Taxes in Retirement

Minimizing Taxes in Retirement

March 19, 2021
As you navigate life events, like retirement, we’re here to help you get on track and head in the...
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Tax Planning Opportunities in Retirement

Your Questions, Answered: Tax Planning Opportunities in Retirement

March 18, 2021
On this week’s episode of Your Questions, Answered  Joe Hendrix  talks with  Brian Leitner  about the term “tax desert”,...
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The Retirement Problem You've Likely Never Heard Of

The Retirement Problem You’ve Likely Never Heard Of

March 10, 2021
Many people utilize retirement accounts and funds that grow tax-free, avoiding tax on income or capital gains, but are...
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the era of one size fits all is over

The Era of One-Size Fits All Is Over

March 8, 2021
Today’s employment market is extremely competitive, and it is becoming more difficult to compete for and retain top talent....
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For Some, RMD Deadline Is Fast Approaching

For Some, RMD Deadline Is Fast Approaching

March 5, 2021
Q: Do I need to take a Required Minimum Distribution from my IRA this year? A: Yes, while...
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