Bang the Gong About Social Security
Key points Financial advisors can add Social Security to the risks to retirement security—market uncertainty, inflation, longevity, and...
In the News
SEI Acquires LifeYield; Will Develop New, Bundled UMH Solution
Welcome to LifeYield’s next act. Today we announced our acquisition by SEI® and our intentions to develop a new solution designed to make...
COLA + 1: How Cost of Living Adjustments Affect Spousal and Survivors Benefits
A financial advisor was helping a client couple understand spousal benefits and the effects of the annual cost-of-living adjustment (COLA)....
How Should Taxes Be Addressed In Personalized Portfolios?
As financial advisors, we already understand the significant impact taxes can have on investment returns. Tax drag can erode returns,...
Implementing Model Portfolios vs. Direct Indexing
As financial advisors navigate the complexities of approaches to model portfolios vs. direct indexing, we have to consider the impact they...
National Social Security Month
At LifeYield, we're passionate about Social Security and finding ways to help maximize benefits. With three certified Social Security...