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Implementing Advice Based on “A Comparison of the Tax Efficiency of Decumulation Strategies” by Geisler, Harden, and Hulse – Written by Byrke Sestok, CFP®

“A Comparison of the Tax Efficiency of Decumulation Strategies” by Geisler, Harden, and Hulse was published in the March 2021 issue of the Journal of Financial Planning, and the research is invaluable to our profession. This article seeks to put that research in motion to better serve our clients. Read More The opinions voiced in this material are …

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People in this age group don’t mind marrying someone with debt

Marketwatch By Alessandra Malito Published: Aug 17, 2017 People in this age group don’t mind marrying someone with debt With student debt so high, it’s likely at least one partner will be carrying extra baggage. Millennials appear to be more willing than other generations to take a spouse for better or for worse, in sickness …

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The House passed a bill that would allow more annuities in 401(k) plans — is that actually a good thing?

MarketWatch By Alessandra Malito Published June 3, 2019 Defined benefit pensions, which are not as common in the private workforce anymore, were similar to an annuity, in that they provided guaranteed income. “Certain types of annuities utilized in retirement plans can replace the void left by the demise of traditional pensions,” said Byrke Sestok, president …

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Holistic Tech: The future of advising is holistic tech

insurancenewsnetMAGAZINE.com By Steven Morelli Published: November 2018 “Most people don’t really know what their risk tolerance is until risk actually hits,” Sestok said, adding that good risk analysis software can yield surprises for advisors and clients. “You’ll find people who think they’re aggressive investors may not be able to tolerate more than a moderate style …

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This Bull Market Isn’t Dead Yet — Here’s How Investors Can Make the Most of It

The Street By Taylor Nicole Rodgers Published October 24, 2018 Though it is almost impossible to predict when the market will reach its top, certified financial planner William Brancaccio of Rightirement Wealth Partners recommends that investors who think a correction isn’t far off pull their money from vulnerable sectors.”If we are approaching a market top …

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