The American Families Plan proposal released on September 13th, 2021 would reduce the estate and gift tax exemption from $11.7 Million ($23.4 Million for married couples) down to $5 Million… Read More
Article
Biden’s Proposed Tax Increases and Strategies to Consider
Legislation introduced on September 13th, 2021 provides more clarity on tax increases the Biden administration is seeking to enact through the American Families Plan. The bill includes a host of… Read More
Employee Health and Welfare Article
When It Comes to Financial Wellness… the Time Is Now
While one could say it’s always a good idea to focus on well-being of any type — whether that’s physical, mental, or financial wellness — there’s perhaps never been a… Read More
Wellness From Home Challenges Both Participants and Plan Sponsors
COVID-19 has posed a duel set of related challenges for plan sponsors and participants. For employees, the pandemic has pitted more immediate financial needs against prioritizing planned savings — and… Read More
5 Tactics to Increase Retirement Plan Participation
Employees fail to enroll in their retirement plan for a variety of reasons. They may be intimidated if it’s their first time around or they might not fully understand and… Read More
Retirement & Lifestyle Planning Article
What Is Inflation—And Why Is Everyone Talking About It?
Climbing commodity prices, ambitious government spending packages due to the COVID-19 pandemic and the subsequent economic crash have resurrected a long-dormant fear: runaway inflation. But what is inflation, and is… Read More
Retirement & Lifestyle Planning Article
Market Update: Third Quarter 2021
The third quarter of 2021 was a roller-coaster for stocks, mostly climbing, then descending back to a similar level as they started. The US Aggregate Bond Index similarly finished near… Read More