Adding Cryptocurrency to your 401(k) Plan: Risks and Best Practices
Cryptocurrencies still garner a lot of attention in the investment world, and despite remaining high-risk they are amongst the asset options for retirement plan diversification.
Mitigating Healthcare Cost Risks For Your Clients
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
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.
31st Annual Retirement Confidence Survey
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...Read More
What 401k Plan Sponsors Need to Know About the Investment Policy Statement
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.
Does your Retirement Plan have Automatic Enrollment?
According to a recent study “Automatic enrollment: The Power of the Default” by Jeffrey W. Clark and Jean A. Young from Vanguard, automatic enrollment not only triples the participation rate of new workers but also causes a significant proportion to raise their deferral rates over time.
Crypto Awareness: The Road Is Winding, But The Wind Is High
According to CoinMarketCap, as of early August, crypto-assets were worth more than $1.66 trillion, 80 alt coins worth at least $1 billion.
Quick User Guide – CoinOptimizer
According to coinmarketcap.com, as of April 2021, there were more than 9,000 cryptocurrencies that facilitate peer-to-peer transfers of data and value. Where does this leave the individual who believes in the future of these crypto-assets but can’t figure out how to invest in them?
Quick User Guide – RegBI Optimizer
Choose Recommendation wizard option and it takes you tothe process. Choose the client you do a rollover recommendation for.If you create a new client n this step the...Read More
Quick User Guide – Prospects of Wealth
Find a prospect in your area using our search tool Search by a zip code in your area. You can also put in some radius.Choose the source: Executives (the database...Read More