If you’re like many experienced financial professionals, you may have noticed a trend across your client base – it’s getting older. In the years ahead, we will likely see the greatest transfer of wealth in history.

If you’re like many experienced financial professionals, you may have noticed a trend across your client base – it’s getting older. In the years ahead, we will likely see the greatest transfer of wealth in history.

Is this really a good time to grow your business – in the midst of a global pandemic and a lingering recession?

Is this really a good time to grow your business – in the midst of a global pandemic and a lingering recession?

The SECURE Act provides greater retirement savings flexibility for both individuals and businesses. The law, which was approved by Congress at the close of 2019, includes a total of 29 provisions, most of which are related to tax-advantaged savings plans.

The SECURE Act provides greater retirement savings flexibility for both individuals and businesses. The law, which was approved by Congress at the close of 2019, includes a total of 29 provisions, most of which are related to tax-advantaged savings plans.

Investors seeking income have had some limited choices in recent years, with bond rates at historically low levels. But for investors in search of income, the Thrivent Limited Maturity Bond Fund (THLIX) may be an intriguing option.

Investors seeking income have had some limited choices in recent years, with bond rates at historically low levels. But for investors in search of income, the Thrivent Limited Maturity Bond Fund (THLIX) may be an intriguing option.