Three Retirement Cost Considerations That Most Retirees Don’t Plan For 1. How Do Spending Rates Change During Retirement? Several studies have examined how retirees’ spending changes over time. The common belief is...
For many years, retirement plan sponsors assumed regulatory audits were primarily a concern for larger plans, particularly those subject to the annual independent audit requirement. While larger plans continue to receive significant...
Written by: Greg Phillips, AIF®, CPFA®, C(k)P® Spend a few minutes scrolling through TikTok, Instagram, or Facebook, and chances are you’ll come across a financial influencer sharing what they call a “money hack.”...
Twelve Points is proud to be voted the 2026 Reader’s Choice for Best Wealth Management Firm by Mass Lawyers Weekly. This is the 8th consecutive year that Twelve Points has been recognized...
Company Recognized for146% Three-Year Revenue Growth, Earning a Place Among the Nation’s Most Successful Independent Businesses August 11, 2026 – Twelve Points today announced it has been ranked No. 3504 on the...
“An ounce of prevention is worth a pound of cure.” -Benjamin Franklin What are the different Medicare “Parts”? Part A (Hospitalization): Covers inpatient hospital stays, skilled nursing, and limited home health care....
The second quarter of 2026 was shaped by three forces: a change in Federal Reserve leadership, an easing of Middle East tensions, and a surge in AI infrastructure spending that reinvigorated equity...
We are proud to announce that our very own, Francesca Federico, has been named a Top Female Financial Advisor in the US by InvestmentNews. InvestmentNews has identified some of the top financial advisors...
We are proud to announce Francesca Federico has been named #8 on the 2026 AdvisorHub 250 RIAs to Watch! These 250 advisors represent efficient and productive teams that have achieved scale without...
There is so much more to investing than picking the right stock. Before a single dollar gets put to work, a thoughtful investor needs a plan that accounts for goals, account types,...
When companies think about attracting and retaining top talent, compensation usually comes to mind first. But in today’s labor market, especially in industries facing skilled labor shortages, employees are looking at the...
Aging well isn’t just about staying healthy. It’s about preserving the life you’ve built, maintaining control over your choices, and having the right support in place before you need it. Whether you’re...
