Category: Retirement Income

In the Sea of Sameness

In the sea of sameness set yourself apart and say something different. In an industry full of copycat products and similar solutions (albeit with different color schemes and logos affixed to the top of the proposals and marketing materials) consider offering something uncommon….. real value. We are open...

Where Were You When I Was 20?

“Where were you when I was 20?” This is a question that comes up at virtually every enrollment meeting. People have that “what if” moment, realizing that if only they had started planning for retirement when they were 20, it could have made a much larger impact on...

Retirement Got You Spooked?

In the spirit of Halloween, I recently spoke with Maryalene Lapoinse, a writer for US News and World Report, about the issues that spook retirees and how to calm their fears. When we first meet with retirees or soon to be retirees they often confide that one of...