Retirement Income Specialist Phil Lubinski was recently featured in Forbes discussing what investors should expect and prepare for as they head into an early retirement. Phil lends his expert advice to E. Napoletano on how to psychologically and financially prepare for life in retirement. Phil Lubinski, CFP and co-founder of IncomeConductor, has found over his…
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RIAIntel: The First-Ever Fintech to Earn RIAs a Break on Insurance Premiums
RIA Intel reporter Michael Thrasher wrote an article about wealth managers using IncomeConductor stand to pay less for insurance policies. The article highlights a unique partnership between IncomeConductor and the Varney Agency to offer preferred rates on E&O and Cyber liability insurance. Some insurance carriers plan to offer wealth managers policies with preferred rates if…
InvestmentNews: ‘Tremendously sad milestone’: Women leaders lament RBG
InvestmentNews recently featured IncomeConductor CEO and Co-Founder Sheryl O’Connor’s reflection on the passing of Supreme Court Justice Ruth Bader Ginsburg in a story by Brittney Grimes and Nicole Casperson. Sheryl stated “RBG had a significant impact on me by proving that you can be a mother and have a successful, full-time career, even when societal…