Retirement Planning

An independent agency valuation is the key to determining your agency value, and can also help you understand what levers you can pull to increase value over time.

Three years of historically high inflation has led to the target retirement savings amount rising more than 53% since 2020.

As people move into retirement, new risks emerge, which become more daunting as the decades pass.

Companies best suited for ICHRAs save an average of more than 20% on their yearly health care premiums and their employee satisfaction scores surge, thanks to the additional plan options.

Many independent agency owners will soon face decisions about both their personal future and the longevity of their business. Here’s how to create a successful perpetuation plan and why it should be mission critical.

Ready to sell? Not so fast. Between lifestyle needs, your time horizon and the impact of taxes, there’s a lot more to selling your agency than meets the eye.

Retirement Planning Week is a good time to remember that less than half of Americans have substantial retirement savings.

Despite the constant push for people to develop a reasonable plan for a comfortable retirement, procrastination seems to get in the way.

Many people within 10 years of the traditional retirement age of 65 have not saved enough to maintain a similar standard of living in retirement.

More and more states are enacting mandates for state-sponsored retirement plans—including California, most recently. What do these changes mean for you and your clients?