1. Elderly women being aided by her grown daughter
    Blog: Beyond the Numbers

    The Longevity Question: Retirement’s Most Impactful Unknown

    Retirement date, social security claiming, spending assumptions, inflation – many factors impact retirement cash flow planning. However, one of the most impactful is longevity. By studying and utilizing more accurate assumptions, retirees can have a better understanding of the risks of running out of money so the factors we CAN control can blunt the risk of the factors we cannot. Read more in this month’s JIC Blog.

  2. Blog: Beyond the Numbers

    What You Need to Know About the Secure Act 2.0

    The recently passed Secure Act 2.0 does not have the magnitude of changes as the original Secure Act, but it does contain a few impactful changes and many minor changes. Find out what you need to know in this month's blog.