Inflation and What it Means for You

Market Commentary
2021 has experienced an increase in inflation to levels not seen in decades. The current Consumer Price Index (CPI-U) trend is over a 5% increase according to the Bureau of Labor Statistics. The last time it topped the 5% mark was Read More

7 Estate Planning Mistakes to Avoid

Education
Let’s ask a question that seemingly has an obvious answer. Why is estate planning important?

Emergency Savings

Education
According to a recent WSJ Article1, more employers are adding emergency savings accounts to employee benefit programs, in an effort to attract and retain workers and help them better prepare for unexpected expenses.

Financial Wellness Gone Wrong

Education
According to Forbes, a financial wellness program is the new “must-have” employee benefit. And it’s not hard to argue that it’s a must-have for plan sponsors too.

3 Tactics to Combat the Great Resignation

Education
During the pandemic, workers quit their jobs in record numbers across the U.S. According to the Bureau of Labor Statistics (BLS), four million employees (2.7%) resigned their positions in April 2021, the largest number ever recorded since the BLS Read More