Your total retirement blog

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    WellnessMedicare/Social Security

    7 Social Security facts women need to know

    Social Security has long been a relied-upon source of income for retirees. As you meet with plan participants, you may need to have different conversations with women than you do with men, especially when it comes to exploring the role of Social Security benefits in their retirement strategy.

    September 06, 2023 | 3 min read

    Wellness

    Leadership survival guide: Top 7 skills to thrive as a modern CEO

    In the dynamic world of business, the role of a CEO has evolved to become much more complex and demanding than it was just a few years ago. The pace and intensity of change in today’s business landscape are amplified by technology, globalization and the transformational forces they bring along.

    August 30, 2023 | 4 min read

    Wellness

    Help savers navigate financial problems and potential consequences

    Financial waters aren’t always easy to navigate. Some concepts may be simple to grasp, but things become more complex when it comes to investing in stocks and participating in retirement plans. This is where you, as a financial advisor or retirement plan sponsor, need to provide a guiding light and advocate for savers and investors to help steer them toward responsible financial decisions and away from ruin as best you can.

    July 27, 2023 | 4 min read

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    WellnessFinancial literacy

    Financial lies and how they affect people’s lives

    Lying can often cause more problems than it’s meant to avoid, and this is particularly true when someone lies to their significant other about financial matters.

    June 12, 2023 | 2 min read

    WellnessInvestmentsFinancial literacy

    Build a culture of financial literacy & help employees understand key investing concepts

    Eighty-five percent of Americans report feeling stressed about their personal finances, so it’s smart to assume at least some plan participants could use a little extra help addressing their biggest financial concerns.1 

    May 03, 2023 | 3 min read

    WellnessPlan design

    Practice these 7 preventive steps to support & improve plan health

    Employers that sponsor retirement plans do so because they understand the importance of helping to support their employees’ current and future financial health.

    April 12, 2023 | 3 min read

    Wellness

    Making a difference in communities through charity

    With the economic turmoil and uncertainty of the last few years — which has affected people’s finances to a severe extent in many cases — and with some of the devastating events of 2022, there remains a huge need for charitable giving from those who are able.

    March 08, 2023 | 3 min read

    WellnessFinancial literacy

    How to help US Adults improve their financial literacy

    It’s been said that knowledge is power. That often proves true when it comes to avoiding costly financial mistakes.

    A 2022 survey by the National Financial Educators Council (NFEC) found the average person scored only 58 out of 100 on a financial literacy test and that a lack of financial literacy carries a high cost. The estimated average loss directly resulting from a lack of knowledge about personal finances was $1,819 in 2022, the highest in more than six years.1 That’s an expense of more than $150 each month.

    March 01, 2023 | 3 min read

    Wellness

    Why Gen Z attitudes toward retirement might surprise you

    For the most part, Gen Z — born in the late 1990s or later — never knew a world without the internet. Neither are they old enough to remember the attacks on 9/11. These young digital natives watched as their parents navigated the Great Recession, as their nation elected the first Black president, and as the globe embraced social media.

    Now, many Gen Zers are in their mid 20s and among the youngest in today’s workforce. Retirement is a long way off, but that doesn’t mean they’re pushing off planning for it.

    November 16, 2022 | 3 min read