Participant Resources

Equip participants with timely, easy-to-understand content to help them invest better and live better.

Navigating Longevity

Social Security COLA: How and When It Can Affect Your Benefits

Understanding the Timing and Impact of Social Security COLA on Your Benefits

Investing for Retirement

How High Earners Can Maximize Their Retirement Savings

A “backdoor Roth” and a “mega backdoor Roth” are two powerful retirement strategies.

MIT AgeLab

Quietly Returning, Not Quietly Quitting

How older workers are rethinking work and retirement

Navigating Longevity

Aging and Isolation: Exploring a Virtual Solution to a Growing Problem

A place where aging adults can dodge loneliness and isolation

Navigating Longevity

The Freedom Paradox

The One Big Idea That Will Change the Way You Think About Retirement

Investor Behavior

Talking Politics with Clients: Handling Heated Conversations

Talking politics with clients can feel like the third rail. It can be tough and nerve-racking. Yet political conversations are close to inevitable these days.

Investor Behavior

Talking Politics with Clients

As long as you stay in your role as a financial professional, talking about politics could be helpful and supportive to your clients, and beneficial to your relationship.

Investor Insight

How Two Reactions to Volatility Could Have Resulted in a $940,214 Difference

When the market plunges, seemingly safe decisions can lead to missed opportunities.

Navigating Longevity

Five Ways Technology Will Change the Way We Age

Thanks to technological innovations, aging is becoming as much about living better as living longer

Navigating Longevity

Social Security Benefits for Spouses

Understand the benefits a spouse (or former spouse) may be entitled to receive in four scenarios.

Investing for Growth

When Fear Runs High, Time to Buy?

When markets are volatile, staying invested can pay off.

Investing for Growth

Fasten Your Seatbelts

Volatility is an ever-present part of investing.

Managing Volatility

There Are Always Reasons Not to Invest

Staying invested in stocks despite negative news has historically been profitable.

Investing for Retirement

Traditional IRA vs. Roth IRA: Which Is Right for You?

Understanding the differences between a traditional IRA and Roth IRA can help you decide which is best for you.

Navigating Longevity

Milestone Ages for Financial Planning

When it comes to financial planning, some birthdays are more important than others

Navigating Longevity

7 Questions About Social Security Benefits

Mike Lynch, Managing Director of Hartford Funds' Applied Insights, shares seven of the most common and critical questions he’s asked when speaking to investor audiences about Social Security.

Investor Behavior

Why Longevity-Panel Events Are a Hit with Clients (And How You Can Host Your Own)

Partnerships with longevity-related experts can help you meet the increasing needs of aging clients.

Investing for Retirement

Why You Should Care About Medicare

Medicare can be tough to understand. It doesn’t have to be.

Navigating Longevity

MIT AgeLab: 3 Questions that Can Increase Participant Engagement

Three simple questions can help determine plan participants’ future quality of life, and serve as a practical, thought-provoking starting point for planning a satisfying retirement

Volatility

The Downsizing Dilemma: How to Deal With a Lifetime’s Worth of Stuff

A senior move manager can make downsizing, or upsizing, easier

MIT AgeLab

Gen U: Are We the Lab Rats of Retirement?

MIT AgeLab provides questions today’s aging consumers should consider to prepare for retirement’s uncertainties

Navigating Longevity

Retirement Impossible: How to Retire When It Seems Out of Reach

How to make it happen by adjusting your view about life after work

Volatility

Social Security Storytellers: Why Real-Life Experience Can Teach What Numbers Can’t

Answer Social Security questions (without becoming an expert)

MIT AgeLab

Put Yourself in her Shoes

Why many women nearing retirement are facing unprecedented uncertainty

Investor Insight

The Future of Advice

Education and longevity are raising the expectations for advice

Investor Behavior

Clients Don’t Want to Hear, “It’s Gonna Be OK”

How three dates could help clients avoid investment mistakes

Navigating Longevity

Talk Social Security, Gather Assets

Three key retirement-income planning questions can help you grow your business

Investor Behavior

The Social Portfolio

Why friendships are so important to aging well

Navigating Longevity

8,000 Days of Retirement

No longer that short period between the end of work and the end of life, modern retirements can last up to 20 years, or 8,000 days. Help clients plan for this new, complex chapter.