planIQ

GAO Report Reveals Why People Claim Social Security Benefits Early

Safe Harbor deadline looms.

Limited contributions?  Excess contributions?  Safe Harbor might be the solution... or, maybe not.

The Retirement Mindgame

The Retirement Mindgame

Your outlook may influence your financial outcome.

What are "Longevity Income Annuities"?

Longevity Income Annuities

 

With luck, many of us can expect to live to a very ripe old age. Are you prepared, however, for the financial implications of that possibility?

What is Universal Plan Truth #1?

Lowering fees is the only sure-fire way to boost investment return.

Alternative Approaches to Retirement Planning

Alternative Approaches to Retirement Planning

Is the conventional wisdom for everyone?

Coping with 5 Big Retirement Stressors

A USA TODAY article offers tips on coping with 5 big retirement stressors: http://tinyurl.com/pz92hhq

Retirement In Sight for June, 2014

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  • Longevity Risk: The Biggest Real Retirement Risk You Haven’t Covered

    This isn’t our parents’ or grandparents’ retirement anymore. Just a few decades ago, many retirees enjoyed the full benefits of the “three-legged stool” of retirement provide by guaranteed pension payments, savings, and Social Security.

    Roadblocks Hampering Women's Retirement Saving

    A CNBC post mentions 5 emotional roadblocks that sometimes hamper women’s retirement saving efforts: http://tinyurl.com/qyybrzu

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    and other sources of information are not intended to replace the professional advice of a trained financial professional.

    Investment advice is offered by Plan Partners, LLC, a Registered Investment Adviser.  Plan Partners, LLC is an Ohio Registered Investment Adviser and accepts clients outside of Ohio based upon applicable state registration regulations and the “de minimus” exception.
    We offer you a wide range of services that are designed to help you, such as: a 401k plan, fiduciary and plan administration, a model portfolio and executive compensation in Cleveland, Ohio.

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