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  Struggling Female Retirement Plan Participants Looking to Plan Sponsors for Help

  The impacts of high inflation and market volatility have led to more women making the difficult decision to delay their retirement.

  Client outcomes January 10, 2023

  • client relationships
  • investing strategies
  • retirement planning
  • women in retirement
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  Markets start the year strong on soft-landing hopes

  Equity markets began the year on a strong note, with the S&P 500® Index rallying more than 1% due to a strong rally Friday.

  Capital Market Impact January 9, 2023

  • economic growth
  • inflation
  • interest rates
  • market commentary
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  2023 economic and market outlook: The narrative shifts

  Expect slowing growth, further effects from Fed rate hikes and stock investors to return to fundamentals.

  Capital Market Impact January 3, 2023

  • market commentary
  • retirement planning
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  Wellbeing throughout the Holidays: A letter to my 5-year-old son Zeke

  When dealing with the financial world, it can be easy to feel worn out after the end of a turbulent tax season or the start of a volatile market cycle. Wellness professional Kim White shares her thoughts on how to deal with challenges in a letter to her 5 year old son.

  Practice Management December 3, 2022

  • mental health
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  Two Key Retirement Benefits Farmers Might Miss

  Farmers need the help of financial professionals when it comes to retirement income planning.

  Client outcomes November 23, 2022

  • income planning
  • land as your legacy
  • retirement planning
  • Social Security
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  Helping veterans and military with financial planning

  There are many financial benefits available to veterans from the U.S. Department of Veterans Affairs (VA).

  Beyond Investing November 10, 2022

  • client relationships
  • military
  • practice management
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  Helping your clients navigate the midterm election

  The midterm election can be a stressful time for your clients because changes of power in Washington can affect their perception of the market.

  Beyond Investing October 27, 2022

  • client relationships
  • investing strategies
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  Retirement delays create challenges for plan sponsors highlighting opportunities for financial professionals and consultants

  The impacts of high inflation, market volatility and concerns about a future market crash have pushed more older Americans to make the difficult decision to postpone retirement.

  Practice Management October 6, 2022

  • client relationships
  • retirement planning
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  Helping Recent Retirees During the Great Resignation

  The Great Resignation could also be described as The Great Retirement

  Client outcomes May 11, 2022

  • client relationships
  • great resignation
  • income planning
  • retirement planning
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  Not all inflation is alike

  More investors agree with the Federal Reserve that recent inflation rises are “transitory”

  Capital Market Impact September 23, 2021

  • inflation
  • investing strategies