Day

May 17, 2022
Wealthmanagement.com
RetireOne CEO and co-founder David Stone published an article for WealthManagement.com entitled, “Reframing the Retirement Conversation” which argues that the financial industry’s focus on the size of a client’s retirement savings, their return on investment, and increasingly outdated rules of thumb – like the 4% rule – may be doing more harm to clients than...
Continue Reading
At the beginning of April, RetireOne President Ed Mercier appeared alongside Head of Retirement Distribution Tim Kohn of Dimensional Fund Advisors on Bob Huebscher’s podcast, Gaining Perspective. Huebscher talked to Ed and Tim about RetireOne’s contingent deferred annuity, Constance, and the recent addition of DFA funds to Constance’s suite of covered funds. Ed and Tim...
Continue Reading