Financial Services & Wealth Management News

Financial Advisor

October 22, 2018

4 Tips for Reaching Your Retirement Goals

Whether you are 25, 45, 55, or older, the thought of saving for retirement can be daunting, to say the least. Nearly 70 percent of adults […]
October 19, 2018

Saving for the Long-Term on Low-Income

One of the most integral pieces of a healthy financial plan is a sustainable long-term savings. Yet when it comes to spending and saving habits, many […]
October 8, 2018

Hey Joel! – Is my 501(c)(3) organization eligible for a 401(k) plan? Are there any benefits over a 403(b) plan?

Hey Joel! – Answers from a recovering former practicing ERISA attorney Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country […]
August 31, 2018
Health-and-wellness

Health Modification Can Increase Retirement Dollars

A top concern for individuals nearing retirement is out-of-pocket healthcare costs. A recent survey revealed that 74 percent (of 1,316 U.S. adults aged 50 or older) […]
August 7, 2018
Stressed out woman

Debt Vs. Savings

One of the most common questions our clients ask is “What should I do first? Should I pay down debt or save and invest?” Although this […]
July 3, 2018
Financial Advisor and Client

5 Questions to Ask When Looking for a Financial Advisor

Let’s face it, investments and financial planning can be confusing. Whether you are saving for a first home, your child’s education, or retirement, it can be […]