As we wrap up 2022 and look forward to 2023, we wanted to touch on a few very important points for moving forward. Oliver Gooden, CFA and Chief Investment Officer… Read More
Retirement & Lifestyle Planning Article
Article
Use Estate Planning To Protect Your Finances This Year
With the turning of the calendar and the start of a new year, resolutions are in the air. As you go about welcoming new possibilities, January marks the perfect time… Read More
4 Strategies for Growing and Protecting Business Owner Wealth
For business owners, the last few years have introduced one challenge after another. After working through the COVID-19 pandemic and inching toward recovery and some sense of normalcy, they were… Read More
2023 Key Financial Data
We’re helping you get prepared for 2023 by providing you with financial data on the Tax Rate Schedule, Tax Deadlines, Exemption Amounts & more! View your PDF Here: Key Financial… Read More
Four Things to Know About Plan Limit Hikes
In October, the Internal Revenue Service significantly raised the contribution limits for 401(k)s and other plans effective in 2023. As plan sponsors begin to think about how to communicate these… Read More
How to End the Year on a Bright Note
December brings with it an expectation of cheer, hope, and festivities. What your employees do not expect (and, frankly, don’t want) are grumpy nudges about enrollment. With the anxiety of… Read More
Employee Health and Welfare Article
The Season for Investing
During the holidays, we think about spending time and reconnecting with family and friends, cozying up by the fireplace, enjoying each other’s company. We also tend to spend quite a… Read More
Retirement & Lifestyle Planning Article
Long-Term Care and Your Options
Long-term care includes a whole host of services that you may require to meet various personal needs. And eventually, around 60% of us will need assistance with things many take for… Read More
Documenting Fiduciary Plan Management Responsibilities
ERISA states that every plan document must identify a “Named Fiduciary” to be the individual or entity serving as the primary fiduciary responsible for all plan management activities (e.g., President,… Read More