News Round-up for Week of March 26

30th Mar 2018

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Technology Could Bridge Gap Between People and Financial Services

A survey on the State of Investor Trust by the CFA Institute reveals that a gap in confidence remains between the general population and financial institutions. However, the good news is that technology could improve that trust further as younger generations tend to use technology more and view it has a measure of credibility.

Via WealthManagement.com

The Biggest Risk Retirees Face Right Now

People planning to retire face many risks right now. There is the risk their retirement money will not earn enough to keep up with inflation and they may outlive their money. The biggest risk retirees face now is more immediate: Retiring in a bear market.

Via Kiplinger

Retirement Planning Beyond the 401(k) for the Entrepreneurial Dentist

Most dental professionals don’t have a defined benefit plan in place, yet it’s one of the most powerful wealth management strategies for reducing taxes and may hold great appeal to owners of a successful practice because they can contribute and deduct more than other programs, such as what is possible under the defined contribution 401(k) profit sharing plan.

Via Dental Economics

$61,000 for a Parrot? Estate Planning for Pets

Pet owners are turning to their financial advisors for estate planning advice for pets. Seeking guidance from advisors, pet owners are asking questions about how best to plan for their pets, drafting detailed instructions for their care and leaving significant sums of money that can run into the millions of dollars

Via Financial Planning

Why You Should Stay Invested after You Retire

Investing after retirement is a great way to continue making income, cover expenses, and remain connected into the booming American economy. Here are 15 reasons why it’s a good idea to continue investing after retiring.

Via Wealth Advisor

Dedicated DB@ DedicatedDB

What are the 9 typical client situations that we see with Defined Benefit plans? https://t.co/7NEmXAod6b

8:59 PM 6 February 2023

Dedicated DB@ DedicatedDB

Clients are 'overwhelmed' by retirement planning. Here's why. https://t.co/Dnkak4Ow0p

7:59 PM 6 February 2023

Dedicated DB@ DedicatedDB

What are the top questions about Defined Benefit plans? See our frequently asked questions. https://t.co/rPqYz8oAmc

8:58 PM 2 February 2023

Dedicated DB@ DedicatedDB

How can you save your retirement plan from falling apart? https://t.co/xBeRjY2xdl

7:59 PM 2 February 2023

Dedicated DB@ DedicatedDB

How long does it take to set up a Defined Benefit #retirement plan? Learn about this and more in our FAQs. https://t.co/rPqYz8o2wE

7:59 PM 27 January 2023

Dedicated DB@ DedicatedDB

Here's how to connect with people, not just their money. https://t.co/pOIbcRxipx

6:01 PM 27 January 2023

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