What should you do with your 401(k)? Don’t panic!

March 9, 2020 | posted in: Blog, Employee Education | by

The news has been unsettling, and the markets have been volatile.  But if you’re a long-term investor, what should you do with a 401(k), IRA or 529 savings plan for your kids’ college tuition?  Stay the course.  Read more about why from Paul R. La Monica here.

The SECURE Act and Your Retirement

January 10, 2020 | posted in: Blog, Employee Education | by

You may have heard about the SECURE Act, but do you know about these 6 ways it might affect your retirement?  Learn more here.

Thinking About Relocating To Trim Retirement Expenses?

November 18, 2019 | posted in: Blog, Employee Education | by

Some folks nearing retirement think about relocating to trim expenses; here are some “hidden” costs to consider as you weigh your options.

Think Virtual Reality Is Just For Kids?

November 12, 2019 | posted in: Blog, Employee Education, Plan Sponsor Corner | by

Not so fast…some companies are using it to help plan retirement!  VR and online visual aids are giving workers a better idea of how much they need to save; read more about how.

Preparing For Life After Retirement – It’s Not JUST The Financials!

September 25, 2019 | posted in: Blog, Employee Education | by

Planning for a financially successful retirement is critically important, but you need to prepare for it emotionally too! Read on for 10 tips to do just that.

Have A Side Hustle? You Can Still Save For Retirement!

August 1, 2019 | posted in: Blog, Employee Education | by

If you are a gig-economy worker and think that means you can’t save for retirement, think again…and check out these tips from Ray Martin.