Updated : Oct 17, 2019 in Articles

Automatic 401k Enrollment

Hi my name is Tim Kunkle I'm an advisor with Duncan Financial Group and our retirement services division I work primarily with our retirement plan…

Updated : Oct 17, 2019 in Articles

Money Hacks Episode 52: Can Millennials Retire in the Future?

Hey, this is Alex Assaley with AFS 401(k) and it's episode #52 of MoneyHacks! Last week Twitter was on fire with millennials racing to the…

Updated : Oct 17, 2019 in Articles

Passion for work: Planning for a late retirement

Retirement is actually a word that I think we need to retire. Retirement is completely different for us now in these generations than it was…

Updated : Oct 16, 2019 in Articles

When Can You Retire? Ally Bank Presents Behind the Scenes with Kiplinger

Janet: I'm Janet Bodnar, editor of Kiplinger's Personal Finance Magazine. Now, In the latest issue of our magazine, we deal with the age-old question of…

Updated : Oct 16, 2019 in Articles

Retirement Planning at Every Age

While retirement planning was once thought of as an issue for older, wealthier adults to deal with, the truth is that preparing for a secure…

Updated : Oct 16, 2019 in Articles

How Does IUL (Indexed Universal Life Insurance) Work?

how does iul work indexed universal life insurance in this video we're going to take a high-level look at the IUL we're going to look…

Updated : Oct 16, 2019 in Articles

Top 4 Plan Design Features for 401k plans

Hey everyone on this video we're going to be talking all about Auto features that includes auto-enrollment auto-escalate auto-QDIA and auto re-enroll Hey everyone Jason…

Updated : Oct 15, 2019 in Articles

Cash Balance Plans Pros and Cons: Is This Plan Right For You?

If you are a business owner who has a high income and like 110% of other business owners wants to save more money on taxes,…

Updated : Oct 15, 2019 in Articles

Why You Should Choose Broad Financial as Your Self-Directed Retirement Planning Platform

Tim: In this video, we’re going to talk about what makes Broad Financial different – why would you select us to work with above and…