Queens native. She/her. Opinions my own.
Denver, CO
Joined August 2011
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- Followers242
- Likes3.3K
Amanda Umpierrez retweeted
Nice work @amandaumpz @401kspecmag - findings show households underestimate their level of #retirement risk & higher-income households were most likely to underestimate their risk tolerance @RetirementRsrch
A new analysis by @RetirementRsrch finds more Americans are either “too worried” or “not worried enough” about retirement.
401kspecialistmag.com/one-ha…
Amanda Umpierrez retweeted
The SEC released its third and final staff bulletin in a series on Regulation Best Interest guidance on Thursday, just days after the agency faced accusations that it is considering rewriting the regulation.
401kspecialistmag.com/sec-pu…
Amanda Umpierrez retweeted
Speaking at the #NAPA401kSummit, panelists discussed how advisors can be more inclusive in their practices to ultimately establish a “belonging” environment.
401kspecialistmag.com/2023-n…
Amanda Umpierrez retweeted
Experts at the #NAPA401kSummit discussed how plan advisors can take advantage of provisions in SECURE 2.0 for the small plan market, and the possibility of future legislation.
401kspecialistmag.com/2023-n…
Amanda Umpierrez retweeted
Still so disappointed w/ the lack of POC representation in Denver’s political coverage last night—from reporters to political experts. Denver has a 30% Latino population,& still that continues not to be reflected in mainstream coverage. It’s not enough to have one Latina reporter
Amanda Umpierrez retweeted
The crash of Silicon Valley Bank and additional bank failures underscore the relevance behind proactive financial and retirement planning.
401kspecialistmag.com/what-t…
Amanda Umpierrez retweeted
Republican presidential candidate Nikki Haley called for changing the retirement age and other entitlement reforms during a town hall meeting in Iowa on Wednesday.
401kspecialistmag.com/nikki-…
Some more exciting news today - President Biden set to nominate civil rights attorney and Deputy Secretary Julie Su to head the DOL.
401kspecialistmag.com/biden-…
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Amanda Umpierrez retweeted
The Supreme Court has started listening in on arguments concerning President Biden's student loan debt relief plan.
401kspecialistmag.com/suprem…
Amanda Umpierrez retweeted
Asset managers @Fidelity and @PutnamToday have announced new ESG and sustainable offerings to its retirement savers.
401kspecialistmag.com/fideli…
Amanda Umpierrez retweeted
let's heat things up: winner gets to have the next season of The White Lotus in their country
Working with clients on their financial resolutions for 2023? I’d like to hear what those are! DM me or email at [email protected]
Alotttt of immediate financial resolutions for 2023!
Instead of resolving to exercise more or finally organize that closet, new @Fidelity research finds more Americans are considering financial resolutions to prepare for a market downturn—marking 2023 as “the year of living sensibly.”
401kspecialistmag.com/forget…
Amanda Umpierrez retweeted
The U.S. Supreme Court has agreed to review the legality of President Joe Biden’s student debt relief program.
401kspecialistmag.com/suprem…
Amanda Umpierrez retweeted
A new @MorningstarInc study dives into the complexities, nuances, and parallels of eight countries with top-rated retirement planning systems.
401kspecialistmag.com/mornin…
Amanda Umpierrez retweeted
Organizations including @SierraClub, @Public_Citizen, and @AsYouSow have offered some of the earliest comments on the DOL's final ESG rule.
401kspecialistmag.com/early-…
