Retirement
Retirement income, longevity, and planning conversations for clients entering their next chapter.
- Retirement
Protection and the Future of Retirement Planning with Tim Seifert
Lincoln Financial's Tim Seifert reflects on the lessons of 2025 and what they reveal about the retirement landscape heading into 2026
- Retirement
Protected Income for a Lifetime of Possibilities
- Retirement
Employer-Sponsored Plans Are Retirement Savings Lifelines
Access to a 401k or equivalent plan, use it. If you’re an advisor, talk to clients about the importance of capitalizing on these offerings.
Todd Shriber - Retirement
Retirement Is Favoring the Internationally Mobile
Those who actively structure their golden years across borders are managing jurisdictional exposure in retirement with foresight.
Nigel Green - Retirement
One More Year at Work: Smart Financial Move or Costly Retirement Mistake?
Challenges one of the most common retirement assumptions, the idea that working one more year is always the safer choice.
Josh Leonard - Retirement
When Success Complicates Your Finances Instead of Simplifying Them
Often brings more friction, not less, and why success can quietly add complexity to your financial life if it is not coordinated with intention.
Josh Leonard - Retirement
Retiring in Spain: The Real Challenge Isn’t Tax — It’s Financial Planning
He believes there are four key reasons to hire a financial planner in Spain:
Guest Contributor - Retirement
Turning Roth Conversions Into Long-Term Tax Control
Walks through how Roth conversions, a taxable event, can fit into a broader retirement and estate plan for high-income earners.
Dan Reese - Retirement
Retirement Planning Strategies Teachers Should Consider for a Secure Future
Everything they need to understand plus effective strategies that will help them step into the next chapter of their life with confidence.
Guest Contributor - Retirement
Retirement Planning When You Don’t Have a Plan at Work
There are about 30 million non employer businesses run by the owner. How can they do retirement planning?
Bryce Sanders