All
Proposed Legislation Aims to Increase Retirement Plan Participation for All Americans 

Proposed Legislation Aims to Increase Retirement Plan Participation for All Americans

October 11, 2021
On Sept. 9, the House Ways and Means Committee approved retirement provisions in President Biden’s Build Back Better bill....
Read
Should You Evaluate Your Plan to Better Prepare Employees for Retirement?

Should You Evaluate Your Plan to Better Prepare Employees for Retirement?

September 7, 2021
With the lingering effects of the pandemic, remote work environments and changing labor market, the retirement savings needs of...
Read
IRS Recently Updated System to Correct Retirement Plan Errors

IRS Recently Updated System to Correct Retirement Plan Errors

August 9, 2021
Retirement plans must operate in compliance with the Internal Revenue Code that govern them. If they don’t operate accordingly...
Read
The New Meaning of Retirement

The New Meaning of Retirement

August 1, 2021
In the past, retirement was typically viewed as the stage of life when one stops working, sells a family...
Read
Your Life Simplified - On the Road Again - Post-COVID Travel

On the Road Again…Navigating Travel Today

July 27, 2021
The ongoing pandemic has changed the way we travel and many are changing their approach to transportation, like driving...
Listen

Early Retirement: How Will You Fund It?

July 8, 2021
Some people want to retire early. Or circumstances, such as health or job layoff, may drive the decision. No...
Read
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...
Read
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...
Read
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...
Read
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...
Watch
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...
Read
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...
Read

Your Life, Simplified

Let’s face it, life is hectic. Our podcast focuses on making your life easier...it’s about putting life in perspective and having a game plan.

LATEST EPISODES

All Podcast Episodes

Check Out Our Live Webinars

We cover the economy, markets, taxes and more. Hear our views on timely topics.

Get Details

Subscribe to Our Newsletter

Subscribe to our e-newsletter for updates on market and economic trends, insights, helpful lifestyle tips and educational articles.
Contact Us