Did you know that even a small percentage in fees can erode an employee’s retirement savings by hundreds of thousands over the course of their career? For employers, this means the fees attached to retirement plans aren’t just an afterthought—they’re a key factor in...
In today’s competitive business landscape, the happiness and well-being of your employees are crucial to your company’s sustained success. One of the most effective ways to show that you have your employees’ best interests in mind is by offering a...
Asset protection is an important component of financial security. During your financial planning journey, a CERTIFIED FINANCIAL PLANNER® professional is likely to integrate asset protection into your plan for financial security. This part of the planning process is...
An asset protection trust (APT) is a type of trust that is used to keep someone’s assets safe from creditors. This type of trust can be useful for those who hope to minimize taxes on an estate. It can also ensure that the assets they have allocated to their...
Women make up about half of the population. But there are many women out there who report that they feel unprepared for retirement. In fact, one survey by the U.S. Census Bureau found that 50% of a group of women aged 55 to 60 years old did not have any retirement...
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