High participation rates don’t always translate to high deferral rates. According to the 2022 Callan Defined Contributions Trend Survey, three-quarters of DC plans offer auto-enrollment, while only two-thirds provide an… Read More
Retirement & Lifestyle Planning Article
7 Steps to Get Your Affairs in Order
While many find it anxiety-provoking to think about, creating a legally binding plan to distribute your assets after your death ultimately provides you with peace of mind. You can rest… Read More
Retirement & Lifestyle Planning Article
How to Start the Family Caregiving Discussion
Nobody looks forward to discussing finances and elder care with their parents, but every family needs to do it. These tips will help you start the conversation now and get… Read More
Is Your Retirement Plan “Catchy?”
By offering — and encouraging — catch-up contributions, plan sponsors can demonstrate a heightened commitment to employee retirement readiness. Over a five-year period ending in 2020, nearly 15% of participants… Read More
Employee Health and Welfare Article
The Advantage of Saving Early
The early bird really could get the worm! In the chart below you will find no secret tips or tricks to investing that cite prior market events: just plain old… Read More
Retirement & Lifestyle Planning Article
Plan for a Comfortable Retirement
We plan for retirement because we know that we may not want to work forever. An artificial retirement age set by our employer may limit our options. Health issues may… Read More
Retirement & Lifestyle Planning Article
A Workable Solution for Baby Boomers Near Retirement
Worried about having enough saved for retirement? Here’s a simple approach: work just a few years longer. By accumulating more savings and shortening your withdrawal period, you’ll reduce the lump… Read More
LPL Financial Welcomes CG Advisor Network
LPL Financial LLC announced April 18, 2023 that CG Advisor Network (CGAN), an entity of the RIA CG Advisory Services, has selected LPL as its primary custodian and exclusive broker-dealer…. Read More
Retirement & Lifestyle Planning Article
First Quarter Market Update
What a difference a year makes! The start to 2023 had much better performance than the start of 2022. Major stock and bond markets saw prices appreciate. This rebound was… Read More