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Retirement

    Business Development

    How Retirement Outlooks Differ for Retirees & Pre-Retirees [Infographic]

    by Mark Stewart September 15, 2021
    written by Mark Stewart

    Updated March 11, 2024, at 10:28 AM

    Pre-retirees and retirees seem to have totally different outlooks on retirement and how they perceive their given situations.

    The data shown in the infographic below comes to us from Gallup’s annual Economy and Personal Finance survey, and the results are a bit shocking.

    Not only do pre-retirees have a more grim outlook on living comfortably in retirement, but they’re also less optimistic about having Social Security or employer-sponsored pensions to fall back on for retirement income.

    Continue Reading
    September 15, 2021
    11 FacebookTwitterPinterestEmail
  • Business DevelopmentMarketing + Branding

    10 Pieces of Retirement Planning Advice Retirees Wish They Had Known Sooner

    by Mark Stewart April 22, 2021
    by Mark Stewart April 22, 2021

    Updated September 7, 2023, at 11:44 AM When it comes to finances and retirement planning, there are plenty of missteps to be had. But by urging clients to follow these pieces of …

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  • Business DevelopmentProduct R + D

    David McKnight’s Tax-Free Income for Life Book Summary

    by Shawn Sigler February 4, 2021
    by Shawn Sigler February 4, 2021

    Updated September 4, 2023, at 5:07 PM Since his first book, The Power of Zero, was published in 2014, David McKnight and his team have been diligently guiding financial professionals and their …

    2 FacebookTwitterPinterestEmail
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