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Procyon perspectives
02.12.2020
The Winds of Change: Emerging Trends for Life Plan Communities
LPCs/CCRCs
By Jim Jeffery
The Non-Profit Navigator
We are at a crossroads where there is tremendous change facing the Continuing Care Retirement Community (CCRC)/Life Plan Community (LPC) industry.
01.29.2020
Millennial Savings Plans – Is Your 401(k) Ready to Adapt?
Retirement plans
Today’s workforce is uniquely shaped in a way that we haven’t experienced before. Some workplaces may be employing people representing as many as four different generations – Baby Boomers, Gen…
01.08.2020
New Year, Long-Overdue Overhaul of the Retirement Industry
Retirement plans
By Chris Foster
The Setting Every Community Up for Retirement (SECURE) Act was signed into law late in 2019, marking the second time in three years new tax legislation passed at year-end. Why…
10.25.2019
Cybersecurity for Plan Sponsors: What You Need to Know and What Actions to Take
Retirement plans
By Chris Foster
Today, it is hardly surprising that the term “cybersecurity” is ubiquitous as the issue that regularly makes news headlines around the world.
10.15.2019
Choosing a Retirement Plan
Retirement plans
By Chris Foster
Employers recognize that providing tax-favored retirement benefits makes good business sense. Prospective employees consistently rank the presence of a retirement plan as an important factor in deciding whether to accept…
09.30.2019
Paying Too Much in Taxes? Consider a Cash Balance Plan
Retirement plans
By Chris Foster
The retirement plan landscape has undergone a series of radical changes in recent decades. For a long time, the traditional pension plan was dominant. Under these plans, employers put money…
Media articles
06.08.2022
From overwhelming to educating: An advisor learns from trauma
Private wealth management & investing, Personal finance
Read More06.08.2022
A Financial Health Checklist for Small Business Owners
Private wealth management & investing, Personal finance
Read More06.08.2022
Financial Conversation Starters for Couples
Private wealth management & investing, Personal finance
Read More06.08.2022
Smart Spending in Retirement (A guide to help you budget, save and invest wisely)
Private wealth management & investing, Personal finance
Read MorePress releases
03.14.2023
Advisor Hub – Three Strategic Pillars for Recruiting Elite Wealth Managers
Industry News/Trends
Read More02.10.2023
“Transient”?! – 2022 Inflation & Beyond
Monthly market commentary
As we reflect on the markets from 2022, we are forced to think back a bit further to the initial onset of zero rates and Fed balance sheet expansion that began more than a decade earlier. Through several cycles both economic and geopolitical, including a…
Read More01.20.2023
Financial Advisor IQ – FAs with Solid Marketing Strategies Win 2.4 Times More New Clients: Study
Industry News/Trends
Read More12.22.2022
Kiplinger’s Personal Finance – Pension Payout Article
Personal finance
If you’re considering taking a one-time payout, don’t put it off. Its value will decline as rates rise.
Read MoreAll Events
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