Bookending the first week of September with Labor Day is a less recognized holiday that deserves more attention from planners, advisors, and savers: National 401(k) Day. Though we are in an era of generally declining economic confidence, many Americans are still somewhat upbeat about their retirement savings. However, how they feel about their retirement may not match what is actually in their 401(k) accounts. Read more to learn about how National 401(k) Day is an ideal opportunity to help clients take stock and ensure that their plans keep pace with their expectations—for both themselves and their loved ones.

Happy National Stepfamily Day to those who celebrate it! Amid shifts in modern family structures and demographics, you likely have clients who are part of a stepfamily with something to celebrate on September 16. National Stepfamily Day is a celebration of second chances and overcoming the unique challenges of integrating different family members and adjusting to new relationships. Read more to learn about how those challenges can extend beyond trying to get along as “one big happy family” and into financial and legal areas, where planning for the future requires as much care and sensitivity as navigating the family relationships themselves.

National Centenarians Day: Planning for a Longer Life (and Legacy)

The number of Americans who are 100 years old or older has nearly tripled over the past three decades and is expected to quadruple over the next 30 years. Though an aging population is a public policy challenge, reaching age 100—and beyond—is also a personal milestone that more Americans than ever are celebrating. Read more to learn about how financial and estate plans will need to keep pace with that new reality.

This information is for educational purposes only and cannot be considered legal advice, nor does the receipt of this newsletter create an attorney-client relationship.