The Future of Retirement Planning

Senior couple smiling outdoors; the woman is giving the man a piggyback ride on a sunny day. Both look happy and relaxed, wearing light-colored clothes with a bright, soft background.

The Future of Retirement Planning: How Changes in Legislation Impact Financial Advice By: Kris Andrae April 18, 2024 In the evolving landscape of financial planning, legislative changes play a pivotal role in shaping the strategies that advisors use to guide clients towards successful retirements. This blog explores the latest legislative developments and discusses how they […]

Navigating Market Volatility

An older woman with curly hair smiles while playfully riding on the back of an older man outdoors. Both are laughing and appear happy, with a bright, sunlit sky in the background.

In the world of finance, market volatility is inevitable. As financial planners, our role is to guide clients through the ups and downs, ensuring that their investment strategies align with their long-term goals, even in the face of uncertainty. This blog post outlines practical strategies that can help financial planners steer their clients effectively during turbulent times.