The third quarter of 2024 saw the S&P 500 Index eclipse all-time highs again. That happened as the democratic presidential candidate switched. Prior to August, Donald Trump was polling as… Read More
Retirement & Lifestyle Planning Article
Retirement & Lifestyle Planning Article
Market Update: Second Quarter 2024
The second quarter of 2024 saw the S&P 500 Index eclipse all-time highs again. This is not a “rising tide lifts all boats” market rally, though. The S&P 500 Index… Read More
Retirement & Lifestyle Planning Article
Market Update: First Quarter 2024
The first quarter of 2024 built on the gains that US stock markets enjoyed during 2023, with the S&P 500 Index eclipsing it’s previous all-time high. Gold shined bright again,… Read More
Employee Health and Welfare Article
7 Tips to Prepare You for Retirement
A secure and happy retirement requires careful planning and is a well-constructed process. Starting now will give you plenty of time to make the strategic changes and improvements that will… Read More
Avoiding Social Media Pitfalls in Retirement Planning
Americans are increasingly getting financial and retirement planning guidance from social media, risking exposure to misinformation, harmful advice and outright scams. Alarmingly, this includes almost eight in 10 millennials and… Read More
Employee Health and Welfare Article
Strategies for Maximizing Workplace Retirement Benefits
Considering that more than 40% of employers now match employee contributions to retirement plans, taking advantage of this opportunity is crucial for improving your financial security. Even if your employer’s… Read More
Employee Health and Welfare Article
Steering Participants Through Market Mania
Conversations on market volatility often conjure up nail-biting narratives about panicked sell-offs, as jittery investors rush to liquidate positions to avoid incurring further losses. However, it’s important to acknowledge that… Read More
2024 Key Financial Data
We’re helping you get prepared for 2024 by providing you with financial data on the Tax Rate Schedule, Tax Deadlines, Exemption Amounts & more! View your PDF Here: Key Financial… Read More
Retirement & Lifestyle Planning Article
The Dark Side of Home Improvement
The National Council on Aging recently shared a story about a scammer who targeted a homeowner in Massachusetts. The victim alleged that a contractor damaged his home’s foundation and didn’t… Read More