News & Insights
There are many different platforms and strategies that you can leverage to manage your wealth. Since the emergence of digital wealth management, new technologies have been developed to automate financial services. For instance, artificial intelligen…
Trusts can be an integral part of your financial planning process. When you place your assets in a trust, you can protect your assets and distribute them to who and what you want, when you want. In addition, you can appoint a trustee of your choosin…
A recession refers to a widespread drop in spending. It can last months or even years. One way of detecting a recession is if the nation’s gross domestic product (GDP) has been negative for at least two consecutive quarters. A recession can be trigg…
Health Insurance in Retirement
Each year at this time, those that have Medicare for their health insurance must decide if they want to make any changes to their coverage. For those used to having their health insurance while working in a group plan offered by their employer, having to think about managing it yourself in retirement can be difficult […]
A Tale of Two 401(k) Issues
Whether you're an employer or a participant, the more you know about your 401k plan, the better prepared you'll be for your eventual retirement. Executive Vice President Jon Brethauer talks about the important factors to consider when rolling over your 401(k) plan or IRA.
Who Cares About Sequence of Returns?
Equity markets in the US are near all-time highs and interest rates are coming off historic lows meaning bonds are expensive too. For those getting ready to retire, a bear market in these two asset classes, especially at the same time, could have a significant negative impact on portfolio values which in turn could affect […]
A Tribute to Dorothy Campbell: WiPN Mourns the Loss of One of Its Own
Generous. Problem-solver. Inclusive. Authentic. Courageous. These are just some of the words people use to describe Dorothy, who passed away in December 2017 after a long and courageous battle with breast cancer. Dorothy, who had been Senior Financial Advisor at ProVise Management Group in Tampa, Florida, was passionate about the retirement industry and devoted to […]