March 23 2020

Options for Accessing Retirement Plan Money Amid COVID-19 Outbreak

Amid the coronavirus (COVID-19) scare, we are getting reports that our clients are imposing layoffs, furloughs, and temporary shutdowns.  It makes sense; if people aren’t coming to your business, there’s no work for the employees to do and no money t...

October 11 2017

The Potential Impact of Sequence of Returns Risk

As you plan your strategy for creating portfolio distributions during retirements, there are a number of different factors you should consider. These include your budget, expenses, and sources of retirement income other than your investment portfolio...