Blog 3 Columns - Masonry

The risk of outliving your savings is only made worse by the prospect of old age care expenses. The majority of retirees aren’t overly concerned with the cost of treating ordinary ailments, most of that is covered by medicare over 65 anyway.

The Rise Of Financial Wellness Apps

Daniel Harvey

14 Oct 2021

Financial wellness is not necessarily related to being wealthy or even rich. It is about being on top of your finances and moving towards your financial goals. It requires being financially literate and having good control of your expenses.

Rise in Retirement Plan Excessive Fee Litigations

Tatiana Novosiltseva

14 Oct 2021

The number of lawsuits involving 401(k) plans has increased significantly in recent years, peaking in 2020. The number of ERISA lawsuits in 2020 saw an 80% increase compared to 2019.

Being Proactive Is Crucial for Advisors

Svetlana Patokova

07 Oct 2021

Given that the financial advisory industry is short on specialists, the industry needs to improve its diversity and inclusion efforts to attract and retain employees from different groups.

A Plan That Fits in Your Pocket, and Closes Coverage Gap

Daniel Harvey

04 Oct 2021

The Portable Retirement Act would allow Americans to contribute to a retirement savings account concurrently with the receipt of their social security number, with or without a plan sponsor.The act is aimed at people who don’t already have a way to save for retirement.

31st Annual Retirement Confidence Survey

Tatiana Kovaleva

28 Sep 2021

Are workers delaying retirement because of the pandemic? What about those who currently work with financial advisors? The closer to the end of their working life, the more people start...

Can Every American Access Financial Advice?

Daniel Harvey

23 Sep 2021

According to a recent study conducted by Allianz life, not all Americans are able to get the financial advice they need. Which is pretty troubling given the recent economic turmoil.The 2021 Retirement Risk Readiness Study highlighted the particular difficulties faced by certain demographic groups, in getting professional help with their finances.

Individual Reports in Larkspur

Client Success Team

22 Sep 2021

Once you are happy with your list – You are ready to start exploring individual Plan reports. To do that click on a plan name of your choosing and that will take you to the individual reports page.

Machines Lack Empathy: This is Nothing Like the Industrial Revolution

Alex Hatalsky

21 Sep 2021

Introduction of robots is a new trend in many industries, economies and businesses. Thanks to the working force optimization, business owners intend to increase gradually their profit by diminishing expenses.

Best Ways To Approach Your Prospect Online

Svetlana Patokova

15 Sep 2021

When people are marketing online, those trust-building factors are entirely absent. Not only that, but prospects tend to be more cautious online, in order to avoid being scammed or hacked. So, from the outset, online marketing is an uphill struggle.

What 401k Plan Sponsors Need to Know About the Investment Policy Statement

Gennady Prokofyev

13 Sep 2021

An Investment Policy Statement is a document signed between a portfolio manager and a client that describes general rules, restrictions, and investment structures for the management.

Blog 3 Columns – Masonry

Mitigating Healthcare Cost Risks For Your Clients

The Rise Of Financial Wellness Apps

Rise in Retirement Plan Excessive Fee Litigations

Being Proactive Is Crucial for Advisors

A Plan That Fits in Your Pocket, and Closes Coverage Gap

31st Annual Retirement Confidence Survey

Can Every American Access Financial Advice?

Individual Reports in Larkspur

Machines Lack Empathy: This is Nothing Like the Industrial Revolution

Best Ways To Approach Your Prospect Online

What 401k Plan Sponsors Need to Know About the Investment Policy Statement