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Daily Archives: September 27, 2022

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Following the Ten Year Rule when Retiring in a Down Market

Case Study, Economy/Stock Market, Featured, Nearing Retirement, RetirementBy Editorial TeamSeptember 27, 2022

Chief Investment Officer Troy Harmon is joined by Senior Associate Michael Griffin, CFP®, and a Financial Planner to cover a situation with a couple of investors who retired last year and are concerned that the near 20% market drop has derailed their retirement plan.

Profit Sharing Plans for Business Owners

Business Owner/Self Employed, VideoBy Editorial TeamSeptember 27, 2022

In this “Small Business Minute,” Senior Consultant for Retirement Services Scott Brown, CFS®, explains how a Profit Sharing Plan can be a great way for employers to allow their employees to potentially share in the profits of a company in a tax efficient way. 

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