Financial Planning
Alternative to the 4% Rule Using Variable Withdrawals for Fortune 500 Employees
Alternative to the 4% Rule with Variable Withdrawals
Upcoming Webinar for Fortune 500 Employees
Secure your spot in our upcoming webinar to discover transformative strategies and actionable insights for a smarter retirement approach.
Financial Planning
LSC Communications Pension Termination
In a pivotal move, LSC Communications has made the difficult decision to terminate its pension plan, a decision driven by the plan's significant...
Pension
List of Companies With Frozen Pension Plans
Pension freezes are happening across the entire country. 3M happens to be the latest, but we are looking at significant pension changes across the...
Financial Planning
Lockheed Martin Pension Window: What You Need to Know
Lockheed Martin has introduced a unique opportunity offering employees and retirees the choice to receive a lump sum payment, marking a significant...
Interest rates
A Note On Inflation
As the economy continues to recover from the effects of the pandemic over the past year, you may have noticed the term ‘inflation’ coming up in the...
Interest rates
3 Reasons Why Interest Rates Are On The Rise
Interest rates are a key driver of most financial assets. While most often referenced in relation to the bond market, rates are also a key input in...
Healthcare
AT&T’s Retiree Pension Payments Taken Over by Athene
AT&T's pension shift to Athene affects 96k retirees. Payments are unchanged but the PBGC safeguard was removed. Discover the impact of this...
Financial Planning
College Cost Data Released for 2023-2024
Every year, the College Board releases new college cost data and trends in its annual report. The figures published are average cost figures based on...