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
Article
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
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
Navigating the 2.0 Tax Act
The Secure 2.0 Act of 2022 builds on the 2019 Act to better address the challenges that millions of Americans face in saving for retirement. With 92 new provisions, including… Read More