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Featured Articles
Elevating Resilience: Transforming Retirement Strategies for Long-Term Success
Retirement strategies shifted dramatically over the years, with 81% of...
Bend the Healthcare Cost Curve: Exploring Reforms to Address Rising Federal Spending
The rising national debt, now nearing $35 trillion, has become a focal point...
Don’t Overlook Medigap During the Medicare Advantage OEP
The Medicare Advantage Open Enrollment Period (OEP) is a whirlwind of activity...
No Magic Number: Resetting Client Expectations for Retirement
Many clients approach retirement with preconceived notions of how much they...
OEP Answers: Helping Clients with Common Medicare Advantage Questions
The start of the year raises questions from Medicare Advantage (MA)...
Life Insurance Strategies for Business Owners
Most people understand the personal need for life insurance to protect loved...
Editor Spotlight
No Magic Number: Resetting Client Expectations for Retirement
Many clients approach retirement with preconceived notions of how much they need to save, often influenced by traditional rules of thumb like achieving a “magic number” for retirement savings or adhering to popular strategies such as the 4% withdrawal rule. However, the reality of retirement today is far more complex.
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