Insurance Services

Advisory Services

Month: July 2019

Published
Categorized as Uncategorized

What Happened to the Three-Legged Stool of Retirement?

The three-legged stool of retirement is a term the financial industry once used to describe the three common sources of income that, when combined, would provide people a secure retirement.  The three legs are… Social Security  Pensions Personal Savings  Much like a stool, each financial leg was meant to carry its weight to support people… Continue reading What Happened to the Three-Legged Stool of Retirement?

Published
Categorized as Uncategorized

Retirement Crisis in America: Why Are So Many People Unprepared for Retirement?

There is a growing retirement crisis in America. Financial experts are alarmed, and even Congress has taken up legislation to “fix it.”  According to a Bankrate survey earlier this year, one in five American adults have nothing saved for retirement or emergencies.  20 percent of Americans have saved 5 percent or less of their annual… Continue reading Retirement Crisis in America: Why Are So Many People Unprepared for Retirement?

Published
Categorized as Uncategorized

5 Things 401(k) Investors Can Do in 3rd Quarter to Maximize Retirement Savings

We’re halfway through the year…a time when many investors wonder what they can do in 3rd quarter to maximize 401(k) retirement savings.  Which makes it a perfect time to review your 401(k) or other workplace retirement plans…and any other savings goals you set for yourself in 2019. If you’re on target, great! If you’re behind,… Continue reading 5 Things 401(k) Investors Can Do in 3rd Quarter to Maximize Retirement Savings

Published
Categorized as Uncategorized

The Most Common Misconception That’s Disconnecting Investors from 401(k) Retirement Savings

If you’ve ever found yourself saying or thinking, “I thought my company took care of my 401(k) for me. I don’t need to do anything,” you’re going to want to keep reading.  This belief–whether it’s concerning your current or past employer–is all too common among 401(k) investors.  And it’s one that’s disconnecting investors like you… Continue reading The Most Common Misconception That’s Disconnecting Investors from 401(k) Retirement Savings