Financial Services & Wealth Management News

retirement

October 30, 2019

Three Tax Tips that Can Help as You Approach or Begin Retirement

Retirement is a whole new phase of life. You’ll experience many new things, and you’ll leave others behind – but what you won’t avoid is taxes. […]
October 2, 2019

Retirement Readiness – Planning for the First Day of the Rest of Your Life

Much has been made of the current state of the American worker as it pertains to their retirement savings.  According to a recent study by the […]
September 24, 2019

September Employee of the Month- Kim Smith

September 4, 2019

Index Funds – Looking Beyond Fees

The flow to passive management is one of the biggest talking points of the decade. With this shift came the daunting task, and responsibility, to better […]
September 4, 2019

Why We Use Russell Instead of S&P

Ever wondered why we use Russell instead of S&P for benchmarks in the RPAG system? Here are four important reasons: Russell ranks each company in the […]
September 4, 2019

Borrowing Against Your Retirement Plan: More Costly Than You Think

Participating in the company’s retirement plan is a smart and important decision. Smart because you are putting away small amounts today for a comfortable retirement later. […]