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Key Takeaways from the SEC’s Reg BI Rules Package

Key Takeaways from the SEC’s Reg BI Rules Package

After an almost decade-long wait from the SEC, the commission moved forward rule changes that would expand regulatory responsibilities for brokers to act in the…

Jamie Hopkins June 12, 2019
What ‘Avatar’ and ‘Avengers: Endgame’ Can Teach Advisers About What Clients Want

What ‘Avatar’ and ‘Avengers: Endgame’ Can Teach Advisers About What Clients Want

“Avatar” and “Avengers: Endgame” sit as No. 1 and No. 2 on the list of the highest-grossing movies in history (not adjusted for inflation).…

Jamie Hopkins June 11, 2019
How to Combat Growing Advisor Burnout

How to Combat Growing Advisor Burnout

Fluctuating markets, discussions of Social Security shortfalls, and health care constantly under pressure is leading to people feeling a great deal of uncertainty.…

Jamie Hopkins June 3, 2019
One Retirement Risk Few People Talk About

One Retirement Risk Few People Talk About

Retirement is full of risks and hurdles, as it can span 30 or 40 years for many Americans. Certain risks are well known: running out of money, long-term care, health…

Jamie Hopkins May 15, 2019
Three Retirement Planning Needs Everyone Has

Three Retirement Planning Needs Everyone Has

Every retirement is unique. An individual’s situation – where they live, their health, their family, their finances, their goals – drives retirement. But,…

Jamie Hopkins May 15, 2019
Should You Use The Systematic Withdrawal Approach To Retirement Income Planning?

Should You Use The Systematic Withdrawal Approach To Retirement Income Planning?

For many Americans, their financial planning goals can be broken down into two periods: saving for retirement and spending in retirement (if you’re up on your…

Jamie Hopkins April 23, 2019
Comparing The 3 Most Popular Retirement Income Strategies

Comparing The 3 Most Popular Retirement Income Strategies

Is there a retirement crisis? The debate centers on how much people have saved or set aside for retirement. But the focus on savings amounts misses the point. Retirement…

Jamie Hopkins April 23, 2019
2019: The Year of Retirement Reform

2019: The Year of Retirement Reform

President Trump and Congress made their mark on the United States in 2017 with the most significant tax reform in 30 years. With four significant pieces of retirement…

Jamie Hopkins April 9, 2019
How to Handle a Client with Low Risk Tolerance

How to Handle a Client with Low Risk Tolerance

Risk tolerance questionnaires, scores and levels are a big focus right now in retirement income planning. While many of the tools are still rudimentary (e.g., your…

Jamie Hopkins March 28, 2019
Jamie Hopkins on Stay Wealthy

Jamie Hopkins on Stay Wealthy

Think you don’t have anything of value online? Think again. The reality is, almost everyone who uses the internet in any capacity has digital assets to protect. Digital…

Jamie Hopkins March 27, 2019
Meet our new Retirement Columnist

Meet our new Retirement Columnist

Most nights I go to bed thinking about retirement planning. Sometimes I dream about retirement planning. And typically, I wake up thinking about retirement planning. To…

Jamie Hopkins March 20, 2019
Financial Advisors: It’s Time To Step Up Your Game

Financial Advisors: It’s Time To Step Up Your Game

It’s hard truth time: I would only personally hire roughly five to ten percent of the advisors I have ever met. That is not a good thing. In fact, when I say that…

Jamie Hopkins March 18, 2019
Financial Services Is The Least Trusted Industry, And Here’s Why

Financial Services Is The Least Trusted Industry, And Here’s Why

Financial services is again the least trusted industry, according to a 2018 survey by the Edelman Trust Barometer Research Team– only about half (54 percent)…

Jamie Hopkins March 7, 2019
3 Lost Tax Deductions That Might Surprise You

3 Lost Tax Deductions That Might Surprise You

The Tax Cuts and Jobs Act was the single largest tax reform legislation passed in the last 30 years. It changes tax laws that impact retirement planning, mortgages,…

Jamie Hopkins March 7, 2019
2 Ways To Combine Charitable Giving And Life Insurance

2 Ways To Combine Charitable Giving And Life Insurance

Financial planning is an ongoing process that examines your goals, situation and finances in order to determine if and how these goals can be met. It’s not a product-centric…

Jamie Hopkins March 6, 2019
Americans Focus On Debt Management But Lose Focus On Retirement Savings

Americans Focus On Debt Management But Lose Focus On Retirement Savings

Our minds are wired to prioritize the near-term over the long-term. We shouldn’t be surprised that a new survey by New York Life shows most parents list paying…

Jamie Hopkins February 27, 2019
Jamie Hopkins on “Stacking Benjamins”

Jamie Hopkins on “Stacking Benjamins”

Whether you’ve never purchased a home before or just don’t know much about the process, we’ve got a treat for you today. We’re going to dive into everything…

Jamie Hopkins September 27, 2017
Jamie Hopkins on “Ted Talks Money”

Jamie Hopkins on “Ted Talks Money”

Sovereign Investment Group Founder and Carson Partner Ted DeLisi sat down with Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, to discuss what “True Wealth”…

Jamie Hopkins September 27, 2017
Only 26% Of Older Americans Are Retirement-Literate — Find Out If You Can Do Better

Only 26% Of Older Americans Are Retirement-Literate — Find Out If You Can Do Better

A recently published research study in the Journal of Financial Planning shows that financial literacy has a huge impact on having a more financially secure…

Jamie Hopkins September 27, 2017