Jon Stevens’ Post

Instead of comparing their relative merits, give your pension the same attention you would do an investment property. Here's why: https://lnkd.in/eUYz5FXK

Good points. Should You Take Your Pension as a Lump Sum? The answer depends on multiple factors, such as what your alternative investment options would be, whether you want to leave money to a beneficiary and more. BY JOE F. SCHMITZ JR., CFP®, CHFC®

A well-diversified selection of investments is a wise investment choice for those looking for stability and growth. What are Investments and how do they affect your Pension? Read more #pensionadvice #SIPP #workplacepensions https://lnkd.in/e4gcgvRG

In our latest Tips Tuesday video, Brian Samuels, CFA explains how investment strategy can change as a pension plan goes through its life cycle. Watch it here: https://lnkd.in/eginjSwk #TipsTuesday #FiducientPensionMonth #pensionplans

The earlier you start thinking about your financial future, the better. Is it about time you started to think about your pension? 🤔 Maybe you’re starting to think about your pension and you’re worried about your portfolio performance and investment choices. A SIPP (Self Invested Personal Pension) could be a great way to put you in the driver’s seat 🚘 Take control and call the shots with your investments 📈 To find out more about the ii SIPP, head to the link below 👇 https://lnkd.in/ezzuDSFB

Almost every type of investment comes with its advantages and disadvantages. Socially responsible investments are no different. In this article, we look at ways to invest responsibly with your Pension Plan. #pensionadvice #SIPP #workplacepensions https://lnkd.in/euH7WSxY

Should you take the lump sum option from your pension? Pros: - Control the amount of distributions each year - Decide how it's invested - Be able to change your beneficiary - Know that your beneficiary will receive that lump sum Cons: - You might outlive your money - You might make bad investment decisions or be at the mercy of a bad investment environment - You might have a hard time controlling your spending Advisor friends- Did I miss any?

Although pension plans today are experiencing much improved funded status relative to years past, it's imperative that plan sponsors take advantage of these favorable conditions to help ensure the future health of their plans. In this recent paper from our Pension Practice, we discuss how plan sponsors can re-underwrite their investment approach to be better positioned for long-term success. Read more here: https://ow.ly/nfMK50S2QFm

February was a great month for Pension Finance, at least it was for those sponsors who have been in what we refer to as a naive portfolio like the 60/40 mix that was the rule of thumb in the 1980s. On the other hand, for those portfolios that are heavily hedged or de-risked, progress has been steady but quite slow. In this month's update, we explore the potential benefits of a more aggressive portfolio and perhaps being ahead of the trend.

Saving Matters! As you get older, you don’t want to depend on others for your well-being. Start saving for your future now—no matter how small, it adds up. 💰🌱 Whether it’s through a pension plan, savings account, or a small investment, every bit counts. Even a small amount put aside each month can grow over time and bring peace of mind. #FinancialIndependence #RetirementPlanning #SaveForTheFuture