Planning Retirement Retirement Planning 
Nerd's Eye View
DECEMBER 11, 2024
"How much can I spend in retirement?" Advisors want to help clients set a secure, reliable retirement plan, yet even the most comprehensive assumptions will inevitably deviate from reality at least to some degree. Ideally, retirement spending would align perfectly with a client's needs – neither too much nor too little.
Wealth Management
APRIL 9, 2024
Adopting an adaptive approach to retirement planning acknowledges the dynamic nature of spending patterns and emphasizes flexibility in financial strategies.
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Wealth Management
SEPTEMBER 23, 2024
The bar is only getting higher for retirement plan advisors.
Nerd's Eye View
MAY 28, 2025
Retirement has long been associated with leisure, relaxation, and winding down from a long career. In this guest post, Kathleen Rehl, a "ReFired" financial advisor and educator in legacy planning, shares a framework to help advisors guide clients through this transition using a more expansive "ReFirement" lens.
Wealth Management
SEPTEMBER 11, 2024
For an upfront purchase price of $50 million, the deal brings $47 billion of assets in the emerging and mid-market retirement plan segments and competitive ESOP administration.
Wealth Management
JUNE 12, 2023
But most wealth, retirement plan and benefits advisors are still stuck in silos and old business models.
Nerd's Eye View
JANUARY 15, 2025
This lack of clarity made retirement planning significantly more challenging. The key point is that while the WEP and GPO only affected a certain subset of retirees and spouses, these provisions made planning more complex for those impacted. Read More.
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