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NEED TO KNOW BLOG
On our blog, the Robin S. Weingast & Associates team will share the latest insights and updates that you need to know!
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Need to Know: The Retirement Milestones That Shape Your Financial Future
While retirement pathways vary by profession, most individuals, whether in corporate, nonprofit, public service, or entrepreneurial roles, encounter a common set of financial milestones.
Mar 263 min read
Need to Know: Key Retirement Plan Priorities and Trends for 2026
As retirement planning continues to evolve in 2026, plan sponsors, financial professionals, and participants alike are navigating a transformative environment shaped by regulatory implementation, innovative retirement-income solutions, and shifting participant expectations.
Jan 163 min read
Need to Know: New Catch-Up Retirement Rules Finalized
The IRS has finalized long-awaited regulations clarifying how “catch-up” contributions will work under the SECURE 2.0 Act, and what both plan sponsors and employees must do to stay on track by 2026.
Oct 27, 20253 min read
Need to Know: What Americans Are Most Concerned About When It Comes to Retirement
Retirement confidence in the U.S. is slipping. According to Allianz’s 2025 Annual Retirement Study.
Sep 14, 20252 min read
Need to Know: How the “Big, Beautiful Bill” Affects Retirees
The recently passed One Big Beautiful Bill Act (OBBBA) introduces sweeping tax changes, spending cuts, and economic shifts with far-reaching implications, especially for retirees.
Jul 21, 20253 min read
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