Paula Friedman @McLean401k
McLean believes that retirement begins with a plan. Posts are about #401ks, #investing, #retirement planning, employee #benefits and #financial news. mcleanam.com Tysons, VA Joined July 2014-
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It's important to know the difference between Retirement Income Planning vs. Traditional Wealth Management. Today on Forbes, Wade talks more about risks during retirement. #safetyfirstretirements : qoo.ly/3365m4
Happy Thanksgiving! We don't want to interrupt your holiday festivities, but Wade just posted part 2 of The Retirement Researcher Manifesto on Forbes. Don't miss this: qoo.ly/zz2mv8 #safetyfirstretirements
After years of research, Wade has compiled 8 guidelines that outline his approach to retirement income planning. This week on Forbes, read The Retirement Researcher Manifesto: qoo.ly/zzzzftx #safetyfirstretirements
What is Longevity-Risk and what does it mean for you? Today on Forbes Wade continues an overview of retirement income strategies: qoo.ly/zzwka2
Probability-based or Safety-first? Let's talk about risk vs. reward of a diversified and aggressive investment portfolio! This week with Wade on Forbes: qoo.ly/zzspc9
In case you missed it, Wade Pfau posted a new article on Forbes.com yesterday where he discussed some of the strategies you should be thinking about when building your retirement income plan. Read more here: qoo.ly/zznts7
Enrollment closes this Thursday for our workshop series, Preparing for Your Best Retirement! qoo.ly/zzkmgx
McLean Asset Management is thrilled to announce that Jason Rizkallah has joined our team as a Lead Advisor! Read more about Jason here: qoo.ly/zzgy9p
Wade was featured in Reverse Mortgage Daily. See how our current inverted yield curve might effect your reverse mortgage: qoo.ly/z9jkq
Join our exciting Retirement Income Style research group! Going on now through August 12th. qoo.ly/z34jr
Join our exciting Retirement Income Style research group! Going on now through August 12th. qoo.ly/yz5fe
Join our exciting Retirement Income Style research group! Going on now through August 12th. qoo.ly/yw6hk
Wade was featured in Yahoo! Finance, demonstrating why annuities are the best method of building a reliable stream of monthly income in retirement. Read the full article here: qoo.ly/ysn63
Where should you start when trying to find a mortgage lender? Google may be the first answer for most of us. This week on Forbes, Wade reviews some key things to consider and ask when looking for the right lender for you: qoo.ly/xp97q
As we continue to explore some of the possible risks that may come along with Reverse Mortgages, my article on Forbes this week goes over a few of the common themes in those complaints: qoo.ly/ximzg
We know that FINRA's report entitled, “Reverse Mortgages: Avoiding a Reversal of Fortune” has evolved with recent research on the HECM program and it's effectiveness. This week on Forbes, let's look at FINRA's current stance on Reverse Mortgages: qoo.ly/xdfiq
There is often a lot of discussion about the risks of Reverse Mortgages. This week in Forbes, Wade would like to break down those potential risks to make it easier for you to analyze for yourself: qoo.ly/x8ufu
We have given you several uses and benefits of reverse mortgages. This week on Forbes, Wade will discuss using a reverse mortgage as an insurance policy against a variety of retirement risks: qoo.ly/x49fx
Nasdaq just posted an article that discusses the popularly successful Target Date Fund. Dr Wade Pfau, Director of Retirement Research at McLean Asset Management, is mentioned for his research in comparing glide paths in retirement. Read more here: qoo.ly/wu4rv
Aaron Schumm @AaronSchumm
2K Followers 2K Following Trying to fix a problem. @Vestwell (Founder, CEO), @FolioDx (Co-Founder, Acq by @EnvIntel), @Quovo (Acq by @Plaid), @Vestorly, @WeAreOfColor
NAPA - National Assoc.. @NAPA401K
3K Followers 1K Following Join our elite network of retirement sales and investment professionals. https://t.co/siwINGUpiU,
Matthew Wolniewicz @mwalno
1K Followers 258 Following President @Income_America, board advisor @QPAadvisors, advocate for innovative #retirementsolutions #fintech #fiduciary #401k @MissouriState & proud #Dad
Retireholics @retireholics
2K Followers 2K Following Join us Thursdays 4:30pm (PT) https://t.co/mISbM3jWG7 #401k industry show for #advisors.
American Retirement A.. @usa_retirement
3K Followers 964 Following The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Matthew Chiarello @ChiarelloERISA
819 Followers 3K Following Benefits & Exec. Comp. Attorney•Phoenician•Enthusiast•50 States•37 Countries•Inaugural Medal Expert•Tweets not legal guidance•Opinions are (unfortunately) mine
Bonnie Treichel @btreichelesq
831 Followers 801 Following Helping retirement plan advisors save time, manage risk + secure new business | 401k | 403b | ERISA
Kawthoth @kawthoth15713
5 Followers 382 Following
てるえちほ @teruechiho15827
0 Followers 193 Following
DominicElinor @Beofu0b2r2BeHYq
0 Followers 177 Following
LisaCarllyle @nN615k5Ua9hv0
2 Followers 350 Following
MyrnaArthur @d8HlX2h0a27nJO
0 Followers 333 Following
Shatoez @ShatoezcAk9mq
1 Followers 247 Following
Grair @Grair238472
3 Followers 377 Following
AfraStrachey @gpuTKG5DNbM44E
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Thaunee @ThauneeL3a
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Sylvia @nagafuj08650647
3 Followers 956 Following
California Pensions @CaliforniaPens1
546 Followers 539 Following California Pensions is an independent firm of retirement plan professionals. It specializes in design, implementation, and administration.
Retirement Plan Conce.. @RPCSI
894 Followers 734 Following Retirement Plan Concepts & Services, Inc. (RPCSI) is an CEFEX-Certified Third Party #Retirement Administration Firm.
Income∙Genuity @Incomegenuity
635 Followers 3K Following Designing Income Solutions: Protect. Harvest. Compound.
Lily Vittayarukskul @lvittayarukskul
203 Followers 2K Following Founder + CEO, Waterlily. Ex-NASA data scientist building the future of AI eldercare financial planning. Connect with me to build better outcomes for families!
LaMancha @LaManchaSims
1K Followers 428 Following Private Lender I Business Coach I Finance Expert I Navy Veteran
Kristen @Kristeneqs
51 Followers 176 Following
The Tontine Cafe -- R.. @TheTontineCafe
119 Followers 336 Following Coffee & Tea shop pay homage to the original. Please to plan and discuss the lifetime income opportunity of the shared annuity
Harlowe Health @HarloweHealth
588 Followers 5K Following WE are more than an advocate, we’re your healthcare partner #HELPING you save money on out-of-pocket medical costs, rewarding you for your #healthcare choices.
TheRetirementCoaches @jblfinancial
198 Followers 349 Following "Straight Talk" @550KTRS Saturday's 10 AM Securities offered through LPL Financial, Member SIPC https://t.co/HjnGBITyNP
Dofinto Financial Lit.. @dofinto
36 Followers 419 Following Financial Literacy Education|Tips Before You Invest|Money Management|Motivation and Money Inspiration|Money Hub
Employee Benefit Rese.. @EBRI
7K Followers 2K Following Employee Benefit Research Institute is a nonprofit, independent and unbiased resource organization providing objective information about benefit programs.
Brock Story @Free_Market_Now
28 Followers 49 Following working on becoming a full time trader, Been trying to get #TheStrat down for a couple years now. finally gonna fully commit to getting it down!
Software Licensing Ex.. @metrixdata360
240 Followers 1K Following Software Licensing Experts offering services to assist companies through Software Audits, Contract Negotiations and managed Software Asset Management Services
Rob H @RobH17896
41 Followers 635 Following How do you become the employer of choice? Culture is everything and everything is culture. https://t.co/WJ1JuIH9fv
Chris Colby @SeeDubyaSee
1K Followers 3K Following RN/BSN/BSJ. Future MLB commissioner. Major in the KISS Army. Mexican food enthusiast. San Diego Padres/Kansas Jayhawks/Indiana Pacers/St. Louis Blues
Brian @binzinna
2 Followers 66 Following
American Benefits Cou.. @benefitscouncil
5K Followers 967 Following The Council is the preeminent advocate for employer-sponsored health, retirement and other benefit programs. #benefits #retirement #healthcare #employeebenefits
Spyros @Spyros_h_II
26 Followers 304 Following
Max Schatzow @AdviserCounsel
6K Followers 1K Following Counsel to RIAs, BDs & fund managers on registration, compliance, and enforcement issues. Husband, dad x2, dogdad, beer, ball sports, bikes, fiat.
Bass Tax Group @BassTaxGroup
283 Followers 702 Following We provide a full range of corporate tax services including Tax Provision (FAS 109 / ASC 740) calculations, Tax Compliance, NOL preservation, etc.
Rob Bacher @Intersect.. @RobBacher_EX
2K Followers 5K Following Passionate HR leader, focused on the #employeeexperience & shaping the #futureofwork through #bigdata #innovation #technology #wellbeing #benefits #totalrewards
Savvy Senior Tech Sup.. @SavvySeniorTech
18 Followers 109 Following We make technology safe for seniors. Helping with smart phones, Facebook, home security, password protection, and more. Cary, NC
Gordon Asset Manageme.. @WealthQB
172 Followers 554 Following Wealth management firm with offices in Durham and Pinehurst NC, but serving clients nationally. Check us out at https://t.co/AbPSMMjXUJ & https://t.co/jZGpCazSIR.
RSSA @RSSAnews
332 Followers 1K Following National Association of Registered Social Security Analysts Your Trusted Social Security Partner
Indigo Marketing Agen.. @IndigoMktgAg
1K Followers 2K Following SIGN UP FOR OUR NEW WEBINAR NOW 💻 ✨https://t.co/En4xfJiRU7 ✨💻
Strive Well-Being, In.. @strive2bfit
92 Followers 320 Following Strive Well-Being delivers turnkey results-oriented wellness /fitness initiatives customized to meet your needs, suit your budget, and simplify the process.
Accountologist @campaccounting
121 Followers 58 Following at Camp Accounting, we are business-keepers that Nourish the Nature of Numbers; do research on Accounting retention/application from high school level on up
GNP_CPA_32746 @GNP_CPA_32746
1K Followers 5K Following Sole-Practitioner CPA Tax Specialist with 45 Years of Professional Experience. Former Senior Manager for the U.S. Treasury Department in Washington, DC.
Beatriuce @General16449548
858 Followers 4K Following my name is beatrice,i am proud of my country (libya)one with god is majority
Maribeth Kuzmeski, Ph.. @MBKuzmeski
10K Followers 9K Following OKState Professor, Creator of Brand Squad and courseware to guide student-athletes in NIL, Marketing strategist for the financial industry. https://t.co/ogot7iGv9t
Nathan Lund - Florida.. @CRE_PROFESSOR
313 Followers 485 Following 20+ years in CRE | Educated THOUSANDS | Commercial Real Estate is the BEST Investment #INDUSTRIALCRE #CREBROKERAGE #PORTFOLIOMANAGEMENT
MahaFredReishi @mahafredreishi
28 Followers 103 Following Spiritual leader of the fiduciary movement.
Akash Pandey (Raja) @Bhartiye_Akash
118 Followers 1K Following Software Engineer by Profession, Patriotic by Heart and Bhartiye by Religion (From the land of Jhansi Ki Rani)
Kate williams @kate_will15
266 Followers 839 Following
Pooler CPA Group @shawn_pooler
353 Followers 698 Following Delivering Southern Style Hospitality to 401(k) Audits #401k #401kauditor https://t.co/NHgjo8wT3Q [email protected]
J.D. Carlson @jdcarlson401k
859 Followers 1K Following When there is no surf I become retirement plan obsessed. https://t.co/FbEHy79hm1
Aaron Schumm @AaronSchumm
2K Followers 2K Following Trying to fix a problem. @Vestwell (Founder, CEO), @FolioDx (Co-Founder, Acq by @EnvIntel), @Quovo (Acq by @Plaid), @Vestorly, @WeAreOfColor
fred reish @fredreish
2K Followers 319 Following ERISA attorney, and author, speaker and commentator on retirement issues; co-host of the Nevin&Fred podcast
NAPA - National Assoc.. @NAPA401K
3K Followers 1K Following Join our elite network of retirement sales and investment professionals. https://t.co/siwINGUpiU,
Nevin Adams @nevinesq
3K Followers 1K Following "Retired" - whatever that means. retirement savings champion and prolific writer, & pension/retirement/saving geek. Posts are mine. But you knew that.
Matthew Wolniewicz @mwalno
1K Followers 258 Following President @Income_America, board advisor @QPAadvisors, advocate for innovative #retirementsolutions #fintech #fiduciary #401k @MissouriState & proud #Dad
Jeff "The Buckinghamm.. @CPAPlanner
27K Followers 628 Following "Lead Fin Plan Nerd", https://t.co/mQhLEvNLAj | Chief Planning Officer, Buckingham Wealth Partners | Relentless learner/educator | Dad x 3 + husband | Opinions are my own
Retireholics @retireholics
2K Followers 2K Following Join us Thursdays 4:30pm (PT) https://t.co/mISbM3jWG7 #401k industry show for #advisors.
American Retirement A.. @usa_retirement
3K Followers 964 Following The American Retirement Association: 5 premier retirement industry associations, every type of retirement plan professional, Working for America's retirement.
Bonnie Treichel @btreichelesq
831 Followers 801 Following Helping retirement plan advisors save time, manage risk + secure new business | 401k | 403b | ERISA
Israel Defense Forces @IDF
2.7M Followers 38 Following Official IDF X account. We post real-time information and updates from the field.
Israel @Israel
1.6M Followers 5K Following The official X account of the State of Israel (yes it’s really us) run by the @IsraelMFA team
Gordon Asset Manageme.. @WealthQB
172 Followers 554 Following Wealth management firm with offices in Durham and Pinehurst NC, but serving clients nationally. Check us out at https://t.co/AbPSMMjXUJ & https://t.co/jZGpCazSIR.
That Annuity Show @ThatAnnuityShow
141 Followers 73 Following Helping independent agents be successful in explaining the benefits of annuities.
Retirement Planology @RetPlanology
118 Followers 213 Following Retirement planologist(R) for companies large & tiny. Goal: quality investments, cost efficient plans, happy employees (& DOL)
CEPP @TheCenter_CEPP
372 Followers 135 Following Working toward a world where all justice is community justice - We help practitioners, policymakers, & communities reimagine a justice system that works for all
Retirement Law Group @RetirementLaw
284 Followers 64 Following
Max Schatzow @AdviserCounsel
6K Followers 1K Following Counsel to RIAs, BDs & fund managers on registration, compliance, and enforcement issues. Husband, dad x2, dogdad, beer, ball sports, bikes, fiat.
Ed Slott and Company @theslottreport
13K Followers 2K Following America's #IRA Experts. We educate #financial advisors and consumers on how to win the second half of the #retirement game: the distribution phase.
fpPathfinder @FpPathfinder
658 Followers 247 Following Flowcharts and checklists to help diligent advisors ensure their client is on the right planning path.
The Ensemble Practice @EnsembleAdvisor
143 Followers 79 Following The Ensemble Practice works with independent advisors to build and grow ensemble firms. Founded by @palaveev, the company runs the G2 Leadership Institute.
Larissa Sonnen @reesesonnen_pfi
565 Followers 676 Following Intuitive Infrastructure + Cohesive Culture + Alleviating Advisor Time = Profitability @pfiadvisors
T3 Technology Tools @t3techhub
4K Followers 2K Following The latest news plus in-depth reporting on financial services technology, plus special industry conferences specifically for RIAs, IBDs, etc.
Carl Richards @behaviorgap
54K Followers 711 Following Pay attention to money and your relationship with it will change.
PFI Advisors @pfiadvisors
900 Followers 750 Following Intuitive Infrastructure + Cohesive Culture + Alleviating Advisor Time = Profitability
Matt Sonnen @mattsonnen_pfi
1K Followers 521 Following Chief Operating Officer - Coldstream Wealth Management Creator - The COO Society Host - The COO Roundtable Podcast
MichaelKitces @MichaelKitces
86K Followers 484 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Shaun Kapusinski (HIF.. @shaunkap
159 Followers 305 Following HIFON - RIA Operations Network; National Study Group. https://t.co/438abXwFUE Believer, Husband, Father, Runner, Reader.
PLANSPONSOR (b)lines @psblines
678 Followers 24 Following PLANSPONSOR magazine's 403(b) newsletter. Subscribe: http://t.co/S0EXGDqFG5
Fiduciary Plan Gov @fidplangov1
602 Followers 464 Following Fiduciary Plan Governance. Rethink plan fees, governance, risk & compliance.
Employee Benefit Rese.. @EBRI
7K Followers 2K Following Employee Benefit Research Institute is a nonprofit, independent and unbiased resource organization providing objective information about benefit programs.
RIABiz @RIABiz
14K Followers 419 Following RIABiz is a journal that covers the advice business coming of age in terms of higher ethics, higher technology, lower prices and a better output.
Fi360 @fi360
5K Followers 1K Following Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
401khelpcenter @401khelpcenter
4K Followers 189 Following Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.
NAPFA @NAPFA
19K Followers 2K Following NAPFA is the leading association of Fee-Only financial advisors. Be sure to visit us at https://t.co/rgzyvhg5FB more insights on Fee-Only planning!
401k Fiduciary News @401knews
607 Followers 5 Following News for 401k Advisors, Trustees and Plan Sponsors
PLANADVISER @PLANADVISER
5K Followers 225 Following Winning strategies for retirement plan advisers.
Plan Sponsor Council .. @PSCA401k
2K Followers 366 Following PSCA is a non-profit trade association for defined contribution plan sponsors and part of the American Retirement Association
Ary Rosenbaum @rosenbaumlaw
2K Followers 344 Following ERISA attorney from The Rosenbaum Law Firm P.C., a Garden City law firm with a penchant for flat fee billing.
Chris Carosa, Editor @FiduciaryNews
3K Followers 262 Following We provide essential information, blunt commentary and practical examples for ERISA/401k fiduciaries, individual trustees and professional fiduciaries.
MeLissa Powers @mpkinneer
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Ms. Montanye @MsMontanye
56 Followers 42 Following
Fathom @fathomhq
8K Followers 2K Following Online financial analysis, management reporting, benchmarking and forecasting. Works seamlessly with Xero, QuickBooks, MYOB and other accounting systems.
SFS Tax & Accounting @SFSTax
418 Followers 555 Following We Got Your Back... Taxes! Se Habla Español.
Retirement Researcher @Rtrmnt_Rsrchr
316 Followers 13 Following Prepare for Your Best Retirement™ Academic retirement research with practical application.
Sheri Oluyemi @sherioluyemiesq
152 Followers 493 Following Attorney (Employment Law) - Small Business Owner (Law Office of Sheri Oluyemi, LLC.) Licensed in GA, NY & ON. Why? Because, what's more important than work?!
Amanda Mitchell @OurCorpLife
15K Followers 6K Following Executive coach/strategist building corporate cultures that minimize disruptive drama, increase productivity & boost careers https://t.co/m3paUnUXau…
Amy Lang @AmyLangWI
940 Followers 2K Following Talent Acquisition Manager @Sentry Insurance. Love #travel, #golfing, fine dining, theater and shopping.
Avatar Management @AvatarServices
210 Followers 931 Following Custom strategies and out-come based tools that bring about meaningful change. Saving lives and enhancing performance while impacting YOUR bottom line.
Cynthia Bazin @Cynthia_Bazin
23K Followers 13K Following Community Builder | #Happiness #Fitness #Inspiration | #Speaker | #Leadership
🟧 🟦Laurie Hoske.. @LaurieHosken
106K Followers 90K Following #RESIST #ClimateCrisis #HR Bilingual Text Tamer. Optimist. Friend. Connector. ASU mom. Into Travel, Education, Thrifting. #GoodTrouble #SaveOurDemocracy #90Day
Wanda T. Wallace @AskWanda
6K Followers 4K Following Dr. Wanda Wallace - Key Note Speaker/Author/Managing Partner Leadership Forum/Host of Out of the Comfort Zone https://t.co/JJcKIVFngp on @VoiceAmBusiness #CantKnowItAll
Michelle Prue @michelleRPO
8K Followers 5K Following Passionate about Leadership, Company Culture, Employer Branding & Employee Engagement #HR #WorkforceSolutions #Talent #RPO #MSP @BroadLeafResults #Success
M4WorkforceSolutions @M4WorkSolutions
575 Followers 1K Following Staffing & recruiting firm serving job seekers and employers in the engineering, technical and office industries.
HRASM @HRASMaine
594 Followers 620 Following HRASM is one of the oldest & largest SHRM-affiliated chapters in Maine. In Portland, this chapter meets monthly, on the 2nd Tuesday. Tweets by K. Glenross
David Tumbarello @DaveTumbarello
1K Followers 1K Following Making the world a better place, one word at a time. Let's connect.One of our Principals, Jessica Wunder, is named as a 2024 Top Woman Wealth Advisor in Virginia! The 2024 Forbes Top Women Wealth Advisors Best-in-State list was developed by Forbes & Shook Research and no fee was paid to be ranked. For additional info: bit.ly/3uLVAVV
Goodbye 2021, Hello 2022! @TheCenter_CEPP celebrated 40 years in 2021 working to create a world where justice enhances well-being for all. Here's to another 40 years partnering w/ teams from jurisdictions to improve their systems of justice and advance community well-being 🥳
I am proud to announce the launch of RIA Lawyers LLC. As we enter 2022, I thought it was finally time to practice what I preach. I believe that independence is important in the financial services industry as well as in the legal field. RIAlawyers.com/blog
Hi Everybody, I'm please to announce Universal has finally put my album, One Room, & single, So Much Better, on iTunes/Apple Music. It only took them 19 years. #SoMuchBetter itunes.apple.com/us/album/one-r…
Exciting news for HIFON & RIA Ops Professionals. HIFON is partnering with Herbers & Company to gain exclusive, live access to the release of their new learning programs for financial advisory firm leaders. Want to join us? hifon.org
#SmilesWorkForUs here @HarrisTeeter in our Front End. Click now to apply!
#SmallBusiness? If so, Here's Why You Should Provide a @Retirement Plan! ----> bit.ly/1QWFPeM
Thanks for the recent follow @wiqazyxurexy @SehamRyad @encore401k Happy to connect :) have a great Wednesday. (via commun.it)
Why Isn’t #401k Fee Disclosure Working? - FiduciaryNews bit.ly/1Cgh04B #fiduciary #IRA #retirement
@deanmamc @encore401k @alexmurguia1 Thanks for the RTs!
.@encore401k wahoooooo. Great to meet you at #INSIGHTS2015 and thanks for rocking the #shoefitts socks!
@encore401k ha! Check these out. #INSIGHTS2015
How to talk to clients about Monte Carlo analysis hubs.ly/y02J-Z0
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