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Here's What We Think

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Finding the ‘Goldilocks’ Retirement Plan

Where do you set aside the money you’re saving for retirement? You likely save for retirement primarily through an employer’s retirement plan. Unfortunately, less than one-half of private sector employers sponsor retirement plans. In part, that may be because of a misconception among smaller employers that think sponsoring a retirement plan is too expensive.The fact is there are workplace retirement plans developed specifically for smaller employers.

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Women and the Retirement Crisis

While a retirement shortfall isn’t news, few people recognize it does not affect everyone equally. Women are 80% more likely than men to be impoverished early in retirement, reported the National Institute on Retirement Security. We call this Bag Lady Syndrome and there are 5 actionable steps women can take to avoid experiencing a retirement savings shortfall.

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The Only Number That Matters

If you had to tell somebody about your finances, but could only tell them one thing, what would be the best barometer of whether you were on track to becoming financially successful? I'm sure most of you answered salary, savings, or net worth right? That’s what I hear the most when people start to explain their financial world to me…

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WEBINAR - Planning & Investing for Women: How to Avoid Bag Lady Syndrome with Lance Drucker

Over the years, Lance Drucker, ChFC®, CLU® has worked with many powerful female clients, which inspired him to capture his experience and insights in a book titled “How To Avoid Bag Lady Syndrome: The Strong Woman's Guide To Financial Peace of Mind.” This recorded webinar takes a deep dive into some of the most pressing issues women encounter as they approach retirement.

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