PCS Retirement’s Post

Good Tuesday morning, #TuesdayTouchpointers! And a special shout-out to those of you at the #napadcflyinforum today! Let's get you caught up on (1) not 1, but TWO federal courts (both in #Texas) put the U.S. Department of Labor #fiduciary rule on hold, (2) quick reminder about the looming registration deadline for the NAPA/NTSA #ERISA 403(b) conference, (3) another reminder about your chance to weigh in on NAPA Advisors' Choice recordkeeping evaluations, and (4) this week's Talking Points on... a retirement plan "bait and switch?" I kid you not! Please be sure to like, share and comment - particularly those of you hailing from the NAPA DC Flyin Forum! Todd Kading, CFP®, RF™, Thomas Clark, JD, LLM, John Sullivan, Joey Santos-Jones, Kristen Deevy, Bonnie Treichel, Allison Wielobob, Mike Dullaghan, AIF®, Mike Webb, Shannon Edwards, Chris C., Troy L. Redstone, CPFA® AIF® CBFA® CFEI®, Michelle Coble, AIF, CPFA, CRPS, Gwenn Marsh, MBA, Daniella Moiseyev, Scott Boyd, Darren Zino, Deane Mayerhofer, Jeffrey Cullen, Kevin Murphy, Yaqub Ahmed, Bill Schories, CIMA®, AIF®, CRPS®, Jefferson D. Cheshier, Jeffery Acheson, CPWA® CFP® CPFA™ AIF®, CEPA® NQPA™ CAPP™, Mike Griffin, JD, MBA, CRPC, C(k)P, Vincent Morris, Nicole Corning, CFP®, CRPC®, AIF®, Renee Scherzer, Keith Gredys, JD, CPFA, AIF, BCF, Lisa (Garcia) Drake, CPFA, AIF®, Jania Stout, CPFA, Alex Assaley, AIF®, Patrick Rieck, Joe DeNoyior, Devyn Duex, MBA, AIF®, C(k)P, CRPS, CPFA, Don MacQuattie, Douglas E. Bermudez, C(k)P®, CPFA, CFS™, Erin Hall, MBA, AIF®, C(k)P®, CPFA, NQPA™, Deana C.,

👍This is always a moving target and never an exact science. My quote in this article give a very simple calculation so you can determine a basic retirement portfolio balance to live comfortably to earn income and grow a portion conservatively for future expenses, travel or to harvest profits to generate more annual income.

April is Financial Literacy Month. Find resources that support your mission to educate clients and prospects about tax and wealth planning, Social Security, retirement planning and other financial topics. https://lnkd.in/gZnDT9Cb. #FinancialLiteracy #AdvisorEducation

April is Financial Literacy Month. Find resources that support your mission to educate clients and prospects about tax and wealth planning, Social Security, retirement planning and other financial topics. https://lnkd.in/gw9Sq4YA. #FinancialLiteracy #AdvisorEducation

April is Financial Literacy Month. Find resources that support your mission to educate clients and prospects about tax and wealth planning, Social Security, retirement planning and other financial topics. https://lnkd.in/gXS7mZt8. #FinancialLiteracy #AdvisorEducation

April is Financial Literacy Month. Find resources that support your mission to educate clients and prospects about tax and wealth planning, Social Security, retirement planning and other financial topics. https://lnkd.in/g-T3_jjE. #FinancialLiteracy #AdvisorEducation

April is Financial Literacy Month. Find resources that support your mission to educate clients and prospects about tax and wealth planning, Social Security, retirement planning and other financial topics. https://lnkd.in/g7aejcjw. #FinancialLiteracy #AdvisorEducation

April is Financial Literacy Month. Find resources that support your mission to educate clients and prospects about tax and wealth planning, Social Security, retirement planning and other financial topics. https://lnkd.in/gdgkTX7T. #FinancialLiteracy #AdvisorEducation

April is Financial Literacy Month. Find resources that support your mission to educate clients and prospects about tax and wealth planning, Social Security, retirement planning and other financial topics. https://lnkd.in/gw4PNAXf. #FinancialLiteracy #AdvisorEducation