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The Social Security Fairness Act, HR 82
Signed into law January 5, 2025 This law repeals the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) for everyone who has retired under Social Security (SS) beginning effective January 2024. These reductions in SS applied to those receiving annuity payments from the any federal, state or...
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Three Equity Compensation Tips to Consider When Planning for Retirement
Equity compensation has become increasingly common – for good reason. If your early-stage company goes public, or gets...
Retirement Preparedness in Under 45 Minutes
Today's presentation is understanding TRS and social security for educators. My name is Edgar Ortiz. I'm a senior...
Do you need a financial advisor in retirement?
Retirement is a massive life change and mindset shift. When you go from accumulating assets to distributing assets to...
Why is wealth management important?
Wealth advisors can help create a plan that not only focuses on present day items such as investment management, tax...
Inclusive Financial Education for a Multilingual Workforce
Written by: Scott Hauptmann It’s already difficult to reach employees and educate them on the need to save for...
4 Money Mistakes You Might Be Making
No matter what’s happening in the economy as a whole, avoiding these four money mistakes can help you survive — even...
Retiring with Confidence
I want to start by introducing our two panelists today. Justin Fellers is a senior retirement plan specialist who...
Are Millennials Forced to Plan for Retirement Years Earlier Than Boomers?
Written by: Chris Jamail Millennials have been accused of being entitled, but what if the truth is that they’re paying...
How to Protect the Ignored: Conversation for Financially Educating Employees
Written by: Chris Jamail No one likes to be ignored. Not back in high school, and not now by those who claim to help...