Financial Services & Wealth Management News

Blog

June 5, 2019

Hey Joel! – Answers from a recovering former practicing ERISA attorney

Hey Joel! – Answers from a recovering former practicing ERISA attorney  Welcome to Hey Joel ! This forum answers plan sponsor questions from all over the […]
June 5, 2019

Millennials Know It All. But, Are They Saving for Retirement?

Millennials Know It All. But, Are They Saving for Retirement? Jamie Hayes, CPFA, C(k)P®, AIF®, Senior Plan Advisor Millennials – they’ve infiltrated the workplace and bring […]
May 22, 2019

Why Travel Insurance Is a Summer Essential

When preparing for your family’s vacation this summer, don’t forget all of your essentials: Sunscreen, a great book, and of course, travel insurance. Travel Insurance is […]
May 21, 2019
10 Finance Books to Add to Your Summer Reading List

10 Finance Books to Add to Your Summer Reading List

While you’re packing your bag for the beach, don’t forget to throw in some sunscreen, your favorite pair of sunglasses, and a great book to enjoy […]
May 16, 2019
6 Summer Saving Activities

Six Summer Saving Activities

It’s time for fireworks, ice cream, and catching lightning bugs. Summer is on the horizon, but don’t let the change in season change your spending habits. […]
May 13, 2019
May Employee of the Month

May Employee of the Month: Nancy Conners

Please join us in congratulating Nancy Conners for being selected as May’s Employee of the Month.  Nancy has been with DFG for eight years.  Nancy started […]