Retirement Planning
Retirement Planning in a Riskier World: A Case Study to Longevity Planning (FSP Archived Webinar)
Program Overview New risks emerge when clients transition from the workforce to retirement. Financial buffers that existed from employer-sponsored plans are no longer accessible. Clients must make broadly irreversible decisions that impact their income for the rest of their lives. Risks that clients didn’t have to plan for while they earned an income are now [...]
Financial Planning
Reverse Mortgages: Planning for the Overlooked Risk (Journal Article)
This article appeared in the May 2019 Journal of Financial Service Professionals.
Executive Compensation
Revisiting Supplemental Executive Retirement Plans after the Tax Law Change (Journal Article)
This article appeared in the May 2018 Journal of Financial Service Professionals.
Retirement Planning
SECURE Act Enhances Small Employer 401(k) Plans (Journal Article)
This article appeared in the July 2020 Journal of Financial Service Professionals.
Life Insurance & Annuities
Should Annuities Be Purchased from Tax-Sheltered Assets? (Journal Article)
This article appeared in the November 2019 Journal of Financial Service Professionals.
Financial Planning
Social Security and Financial Security: The 1.42 Percent Solution (Journal Article)
This article appeared in the November 2018 Journal of Financial Service Professionals.
Retirement Planning
Social Security Coverage for State and Local Government Employees (Journal Article)
This article appeared in the November 2018 Journal of Financial Service Professionals.
Retirement Planning
This article appeared in the July 2018 Journal of Financial Service Professionals.
Accounting & Tax Planning
This article appeared in the November 2018 Journal of Financial Service Professionals.
Retirement Planning
Solving the Unique Challenges of the Family-Owned Business: A Case Study (FSP Archived Webinar)
Program Overview Do you know what your clients with a family-owned business need…or want? So often, family business owners spend all their time, profits, and energy building the business, but have not considered their own exit plans, retirement, or worst case scenarios. And sometimes their needs are more complex than those of other business owners. [...]
Retirement Planning
This article appeared in the January 2018 Journal of Financial Service Professionals.
Accounting & Tax Planning
This article appeared in the January 2018 Journal of Financial Service Professionals.