Medicare and health insurance open enrollment starts on October 15th. To help you find the best coverage for your money, here’s a step-by-step checklist of health care items to review… Read More
Retirement & Lifestyle Planning Article
Insights
Retirement & Lifestyle Planning Article
Economic Research Report: Time will Tell
Anyone hoping for excitement from the recent Fed statement was severely disappointed. As expected, the federal funds rate was lifted 25 basis points (bps) to a range of 5.25 to… Read More
Employee Health and Welfare Article
Build a Bright Retirement Future
Clear, achievable, and meaningful goals can lay the foundation for success. Vague aspirations may have limited worth without a well-defined plan. Depending solely on past performance or arbitrary investment rules… Read More
Connection to Future Self Is Key to Retirement Readiness
The relationship we forge with our future selves can greatly impact financial decision-making in the present. Research conducted by social psychologist Hal Hershfield using functional magnetic resonance imaging revealed that… Read More
Retirement & Lifestyle Planning Article
Mounting Your Best Defense Against Fraud
A year ago, Eden and Mark (last name withheld) lost their life savings to a scammer. “We lost all the money we made in our business. All of the monies we saved… Read More
Retirement & Lifestyle Planning Article
Market Update: Second Quarter 2023
Listen to our Chief Investment Officer, Oliver Gooden’s, take on market conditions here. The first half of 2023 stands in stark difference to the start of 2022. Inflation is cooling… Read More
Retirement & Lifestyle Planning Article
6 Factors That Predict a Student’s College Success
Some parents are obsessed with getting their children into top-ranked schools no matter the cost. You can save a lot of money by understanding what truly leads to the best… Read More
Employee Health and Welfare Article
How Much is Enough?
There are many formulas for figuring out how much money you need to retire. While thinking seriously about retirement finances is useful, for most people, these formulas may not come… Read More
Closing the Auto-escalation Gap
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