Kelly Stecklein

Advisory Services offered through The Institute for Wealth, a Registered Investment Adviser. View our disclaimer here:

[Kelly Stecklein @WealthEG]

Needing long-term care is now Americans' top retirement fear, ahead of outliving savings and the potential for Social Security cuts. Yet fewer than a third have planned for it, and the policies to cover it cost about 40% more than t https://t.co/pX9JOoFbm5

[Kelly Stecklein @WealthEG]

Retiring at 62 instead of 67 doesn’t just mean leaving work earlier—it can mean lower Social Security, greater long-term financial risk, and even a steeper cognitive cost. Here's the breakdown of what it could cost your retirement o https://t.co/wehbwXzoml

[Kelly Stecklein @WealthEG]

The Ticket to Work (TTW) Program is administered by the SSA and helps SSDI beneficiaries explore and return to work while maintaining access to benefits during the transition. Here's what to know. https://t.co/qX4sFLvf4Z

[Kelly Stecklein @WealthEG]

New research shows household budgets for lower-income families are hurt more by inflation because of "cheapflation." https://t.co/ARWlLBG2iL

[Kelly Stecklein @WealthEG]

The path forward for Americans offers historic opportunity, marked by continuing innovation and prosperity. But it is also filled with potholes and potential wrong turns. https://t.co/b7guhjvNrM

[Kelly Stecklein @WealthEG]

Understanding the strategic power of "why" in entrepreneurial leadership. https://t.co/tiDO9wlORs

[Kelly Stecklein @WealthEG]

Interest rates for long-term Treasury bonds have surged to levels last seen in 2007. Here's what to watch in the coming days. https://t.co/JITykQsBZD

[Kelly Stecklein @WealthEG]

The most dangerous client inquiries often look attractive on the surface, but the real warning signs appear immediately in how they communicate and request access. https://t.co/BfX9t31F5j

[Kelly Stecklein @WealthEG]

Out-of-pocket expenses are costs individuals pay themselves, which may be reimbursed by an employer. https://t.co/Kb5B05YNwH

[Kelly Stecklein @WealthEG]

Homes can be a high-end safety net for seniors who move south in retirement but can’t easily duplicate decadeslong relationships with their medical providers. https://t.co/2XHn6CJUVH

[Kelly Stecklein @WealthEG]

In AI-driven transformation, the real risk isn't the technology itself—it's leaders staying silent or vague at the exact moment employees need clarity, context and trust the most. https://t.co/k5tOkL7e7L

[Kelly Stecklein @WealthEG]

Should you stick with a company long-term or job-hop to become a CEO? A new study has the answer. https://t.co/B9Q1q2TziJ

[Kelly Stecklein @WealthEG]

Stocks are partying like it’s 1999, but Americans haven’t been this gloomy in 70 years. https://t.co/ClhH7paOx8

[Kelly Stecklein @WealthEG]

A family’s fight over a retirement account shows the pitfalls around updating beneficiary information https://t.co/phipCTQbNc

[Kelly Stecklein @WealthEG]

What companies expect their newest and youngest workers can do for them is evolving as fast as the technology itself, a new report shows https://t.co/iwNpY4Lbgb

[Kelly Stecklein @WealthEG]

Business travelers make up a relatively small share of flyers but account for a much larger share of airline profits. https://t.co/iaSslwNrID

[Kelly Stecklein @WealthEG]

The yield curve may be sending a positive signal about the US economic outlook. The notorious recession indicator has steepened in recent months as long-dated bond yields rise. The trend is nuanced, but could lead to hotter business https://t.co/5tI71lwkxy

[Kelly Stecklein @WealthEG]

There is simple math behind figuring out how to juggle multiple important goals https://t.co/cTq2sIWzeX

[Kelly Stecklein @WealthEG]

Most entrepreneurs enter a partnership expecting it to last, but when goals change or conflicts emerge, a business breakup can become unavoidable. https://t.co/AwsrFymWgZ

[Kelly Stecklein @WealthEG]

Business Insider has spoken with dozens of early retirees. Rather than focus on cutting back on small things, like coffee, they focus on 'the big three.' Trimming housing, transportation, and food costs could transform your finances https://t.co/50NKl36pdI