To Improve Your Wealth – AND Health!

June 9, 2021 | posted in: Blog, Employee Education | by

Advocates for working longer say that it not only improves your retirement income when you retire, it also improves your quality of life!  Read more from Neal Templin.

Good Credit or Perfect Credit?

May 28, 2021 | posted in: Blog, Employee Education | by

A perfect credit score is…well…perfect, but only 1.6% of us have that…so what’s the next best score to have and why?  Read more from Elizabeth Gravier.

Women Have 40% Less In Retirement Savings Than Men

May 26, 2021 | posted in: Blog, Employee Education | by

We know about the income gap in wages, but did you also know that women have 40% less in retirement savings than men do? There’s no time like the present to review your retirement planning and make sure you’re maximizing your savings.  Read more from Tracey Longo.

10 Retirement Planning Mistakes People Make at 50

May 13, 2021 | posted in: Blog, Employee Education | by

As Patrica Amend writes, “Reaching age 50 is a milestone that most of us celebrate.  After acknowledging this momentous birthday, Austin Frye, a certified financial planner (CFP) at the Frye Financial Center in Aventura, Florida, invites prospective clients to a financial review. With those who have done little budgeting or saving, he’s direct. “You have one last chance to put yourself on course to achieve a successful retirement,” Frye tells them. “It’s time to talk about saving more, spending less or both.”  Some folks listen, but others don’t.  Following are 10 errors that Frye and other financial planners see 50-year-olds make that may, indeed, have serious consequences down the road.”  Read more.

Grow Your Financial Garden

April 30, 2021 | posted in: Blog, Employee Education | by

Cultivating a realistic budget can help you harvest a better financial future.
Spring is here and it’s time to think about growth potential—for both your garden and your journey toward financial wellness! The following steps can help you cultivate a budget that works for your life, so you don’t have to worry about falling short of your financial goals.   Read More  »

Every Little Bit Helps!

April 26, 2021 | posted in: Blog, Employee Education | by

If you have a little extra cash laying around…even just $20…popping it into an IRA can be a boon for your future retirement.  Read more from Alessandra Malito.