"Will I have enough?" "How long will my retirement savings last?" These are the two questions that concern consumers the most as retirement approaches. Nest Egg Guru's flagship retirement spending app has unique design qualities and features that help financial advisors provide tangible answers
5 Reasons Why You Should Give Your Clients Branded Password Management
If you are a financial planners or wealth manager, I am sure I do not need to remind you that you operate in an extremely competitive market space. Whether you have a mature practice with an established client base or are still actively working to grow and attract new business, standing out from
A Golden Era for Nest Egg Guru’s Retirement Spending App
Independent financial advisors who use Nest Egg Guru are probably already aware that one of the most appealing features of our flagship Retirement Spending App is that it is the ONLY software that makes depletion risk tangible to clients by presenting remaining balance data in 5-year increments. No
Newsflash! Clients are turned off by long, jargon-rich “financial plans”
In the past month, two articles have appeared in the industry press suggesting that the traditional financial planning software platforms many of us use are out of touch with consumers' increasing preference for education and interaction in the planning process. The first article was in Financial
Your clients’ choice of withdrawal strategy may be the most under-appreciated factor in determining how long their nest eggs may last
This article also appeared in: CSmonitor.com BeforeItsNews.com Nasdaq.com NerdWallet.com By J.R. Robinson As a practical matter, the factors that determine how long our accumulated nest eggs may last after we retire fall into two categories – those that we can control and those we cannot.
Portfolio Rebalancing – Is the Conventional Wisdom Wrong?
"At the other end of the spectrum is the founder of index fund powerhouse Vanguard Investments John Bogle. In a CNBC interview, Bogle said he never rebalances his investments." U.S. News & World Report So many financial advisors today tout portfolio rebalancing as an important element of
You’re Doing It All Wrong!
Optimize your Nest Egg Guru Subscription. A survey of our subscribers’ websites revealed that most FAs are not incorporating the applications into their websites in the manner in which we intended. You’re Doing It All Wrong! (Let Us Help You Optimize Your Nest Egg Guru Subscription) By J.R.
The Visual Client: Using Advisor Tech to Adapt to Changing Client Preferences
The Visual Client Using Advisor Tech to Adapt to Changing Client Preferences Executive Summary •The financial services industry is perpetually in a state of disruptions. Advisors today face numerous competitive threats. The key to surviving and thriving is to identify and adapt to the drivers
Nest Egg Guru Vendor Partner Spotlight:
Advisor Websites Helps Financial Professionals Build a Strong Online Presence May 28, 2018, By Nathan Yan For our Partner Spotlight, we’d like to introduce Advisor Websites! Advisor Websites is an industry leader in the website-building space and makes it easy for financial advisors to
Nest Egg Guru featured in The Tech Tribune’s 8 Best Startups in Honolulu
We're happy to announce we at Nest Egg Guru have been featured in The Tech Tribune's "8 Best Startups in Honolulu" for the year of 2018. We always appreciate recognition of this sort and are honored to be featured in a list of growing, likeminded startups who want to help change the world through
