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“Future Proofing” Your Client’s Financial Investments

The newest buzzword in business lingo may already be baked in to your financial services. How can you show your clients you’ve been “future proofing” their investments all along?

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More than the MBA: How Advisors Stay Sharp Through Learning New Skills

Think hobbies are only important for work life balance? Think again. Research shows that learning new skills can help you advance your career. Aside from networking opportunities and potential referral sources, having a passion outside your job can make you better at it. Here's how.

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What’s New in Investment Monitoring and Risk Management?

In 2017, we wrote about how Investment Monitoring was a gaining prominence in financial advisory services. In the two years since that article, risk management and investment monitoring has become even more widespread. What’s changed?

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Multiple Savings Accounts: More Money, More Problems?

The advice given to many about how to pay down debt or save for a specific event, like a wedding, anniversary vacation or new house, is to create separate savings accounts. But can you have too many accounts? Is there a price to pay other than marital harmony or peace of mind?

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Spring Cleaning Your Investment Plan

Just like you probably don’t need the fifth set of towels in the guest bathroom, employees may be holding onto investments or savings processes that are no longer needed. So how can plan sponsors help their employees spring clean their investment plan?

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The Case for and Against Small Indulgences as Part of Saving for Retirement

While most Plan Sponsors would think that creating tools that help employees see how their small indulgences add up, and usually add up to keeping them from saving, is helpful, there is a small contingent of voices arguing against that advice.

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Talking to Kids about Frugality

When it comes to money, children may learn more from by the actions we take than by the words we say. For parents working with a tight budget, whether in the short or long term, this can lead children to grow up with unwarranted concerns about money. How can plan sponsors help parents prevent that?

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Vacation Planning Can Help Employees Learn to Save for Retirement

If the topic of retirement planning is slightly grim, how can a plan sponsor help employees learn to save, and learn to talk to each other about saving? Vacation planning might be a gateway into learning important aspects of saving for retirement.

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Location, Location, Location: Where does retirement planning happen?

Knowing where retirement planning happens may help advisors understand the hidden limits an investor or client is facing. Location may be everything if retirement planning happens at work.

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Associations as Employers: New Proposed Rule from the DOL

A new DOL rule would allow multiple, smaller employers to band together to offer group retirement plans. To qualify the employers must have a common affiliation – they must operate in the same industry or trade or be companies with the same owner or be in the same geographic area such as a city or county.

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Colors in Communications

Want to increase your email newsletter's open rate? Adding color may seem like a great option. But before you go tossing handfuls of brights across your page, you may want to stop and read a few key tips on color theory.

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Is it Time for Institutional Investors to Rethink their Non Traditional Investments? What Should Advisors Know?

Recently, many institutional investors showed signs of tiring from the non-traditional investments like timber that seemed to mark the last five years. What’s causing the change?

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Life Expectancy Changes and Retirement Planning

Plan Sponsors can use the news about recent drops in life expectancy to help educate employees about the need for individualization in retirement planning.

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The Culture of Frugality Can Help Employees Save for Retirement

Is it possible for plan sponsors to encourage retirement readiness in their employees by capturing some of the excitement about Marie Kondo? You bet! The Frugality and Minimalism trends can help employees overcome old beliefs about savings.

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Where Employees Can Find the Best Financial Information

With access to financial information getting easier thanks to new and proposed regulations from the SEC, it may be worthwhile for employees to know where to look to find the best financial information about companies and funds.

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Changing Perspectives on Loans From Retirement Savings After the Government Shutdown

Can Plan Sponsors use the news of government employees’ use of loans from retirement accounts as a backstop to unemployment to help employees understand their retirement options? Here are a few key points to borrowing from retirement accounts that employees may need information about.

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There’s More to Refinancing Student Loans Than You Think

The urge to get rid of student loans is constant and distracting, and probably a little sweaty. But employees look and listen before refinancing their student loans to make sure they end up with a better bargain.

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Building Retirement Ready Resilience

Resilience has been a hot topic in parenting and work-life balance discussions lately and for good reason. Resilience helps employees face life stress without negative impact on productivity. Employees can be taught to build resilience and be more ready to face unexpected financial events without too heavy an impact on their retirement readiness.

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Is the Conventional Wisdom on Financial Decisions Still Relevant? Individualized Financial Advice is More Important Than Ever

Lately, it seems like most financial news seems to question conventional wisdom as often as they apply it. So, if it’s being questioned more often, is the wisdom even conventional anymore? Now more than ever, employees may need more individualized advice.

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The 25%: Retirement Planning for Childless Couples

Childless couples may have different needs in retirement planning, the biggest of which may be not be treated like they won the lottery because they don’t, or can’t, have children.

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Socially Responsible Investing, Update

Socially Responsible Investing, such as ESG Funds, continues to show strong performance. Here’s an update on how the SRI market has faired since our last post in 2017.

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Message Management: Handling the Recent Surge Against “Capitalism”

New studies show that Millenials (or Gen Z) are starting to treat the term capitalism negatively. How can advisors adjust their messaging and communications to avoid the negative feelings about capitalism?

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A Working Retirement that Doesn’t Wreak Havoc on Benefits

Retirees with jobs in retirement may be a growing new trend. What do advisors need to know about the new trend of choosing a retirement job and how that impacts retirement savings?

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HSAs and FSAs and Plan Coverage

With HSAs now a near must for many employees, clients may be asking questions about how best to offer HSAs and FSAs to their employees. Those clients may also wonder how HSAs interact with plan coverage.

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Retirement Readiness: Is the Deadline Still the Same?

Americans are, without a doubt, retiring later. Does that mean they now need less to money stashed away for retirement? Have Americans changed the tried and true standards for retirement readiness?

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Beau Adams
Executive Vice President, BCG
John Correll
Client Relations Team Leader
Kevin Bonner
Regional Retirement Sales Director
Robert Terry
Retirement Plan Sales Manager
Sandra Watts
Client Relations Manager


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