January 31, 2020
Many plan providers struggle with deciding how many investment options to offer in their retirement plans. While people generally like to have lots of options when […]
October 9, 2019
October is the month of candy, pumpkins, and… financial planning? That’s right- October is National Financial Planning month! And if you’re like many individuals, setting up […]
August 26, 2019
August 14, 2019
The road to financial wellness isn’t always easy to navigate. In fact, 60% of Americans state they need to become more financially secure, but don’t know […]
August 2, 2019
When deciding where to invest your hard-earned money, there are many factors to take into consideration. From measuring risk and return to diversifying your portfolio, a […]
July 30, 2019
Recently the Bell vs. ATH Holding Company, LLC (a subsidiary of Anthem, Inc.) lawsuit settled. This is frequently referred to as the “Anthem Settlement” (the “Settlement”). […]