Advice, Fiduciaries, Financial Planning, Investment Management, Lifestyle Planning, Retirement “With discipline, curiosity, and support, you can own your financial future. You don’t have to have it all figured out. You just have to begin.” — Six Steps to Being Empowered and On Track: An Expert Financial Guide for Women By J. Andy Ingram, AIF®, QPFC™, CPFA®, C(k)P®, Ri(k)™ More
Advice, ERISA, Retirement “You want to make sure that they’re going to spend time with that employee, they’re going to actually educate them and they’re not just going to hand them off to a computer program … to me, that’s not advice”. — What Plan Sponsors Should Expect From a Retirement Plan Adviser By J. Andy Ingram, AIF®, QPFC™, CPFA®, C(k)P®, Ri(k)™ More
Income, Lifestyle, Retirement Boomers Need Help Connecting The Dots For Retirement Income Covid-19 made maximizing retirement income the single most important financial decision of a client’s lifetime. Eyes widen when I share the rate of boomer retirements quadrupled in 2020, relative to 2019, unmooring 350% more “money in motion.” By J. Andy Ingram, AIF®, QPFC™, CPFA®, C(k)P®, Ri(k)™ More
