Monthly Archives: September 2020

Should You Consider Using the Bucket Strategy in Retirement?


Anthony Bartlett, ChFC,CASL, AEP, RICP, registered principal and CEO of Bartlett Wealth Management  Everyone dreams of a comfortable retirement and looks forward to enjoying all those things they’ve imagined. Unfortunately, for many, it is a dream that will never come true. With increased longevity, more people are living longer, and running out of money is becoming […]

Tip of the Week

Retirement Income Planning Issues for 2021 An important contribution that professionals provide to their clients is to encourage them to save enough for retirement. As the government continues to enact changes to make it easier for employers to offer retirement plans to their employees, professionals can relay these benefits to clients to encourage retirement savings […]

Tip of the Week

Claiming Social Security Retired-Worker Benefits For most workers nearing retirement, Social Security benefits are among their largest assets, whether they know it or not. The discounted present value of lifetime Social Security benefits payable to newly retired workers, even without regard to additional, auxiliary benefits that may be payable to family members and survivors, is […]

The Sales Experience Podcast. Effectively Building Rapport (Q&A)

Jason Cutter | CEO/Founder, Cutter Consulting Group While there are a million different ways to sell, there are some basic, fundamental go-to parts of every successful sales process. These must be done every time but will vary in energy required based on the product, service, and personality of the salesperson. We start off Fundamentals Week […]