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Here's What We Think

Finding the ‘Goldilocks’ Retirement Plan Thumbnail

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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If There's a Will, There's a Way Thumbnail

If There's a Will, There's a Way

It’s a good idea to have a will so any assets left behind go to the people or organizations you choose – and not to legal fees, taxes, and heirs chosen by a probate judge. Take control of your future and make a plan. Read this week's blog to learn how working with a professional advisor can help you with the process of creating your will.

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Women and the Retirement Crisis Thumbnail

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

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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