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January Market Commentary
Don’t stop thinking about tomorrow / Don’t stop, it’ll soon be hereDon't StopFleetwood Mac December is often a difficult month for many people as they juggle the often-unrealistic expectations of the impending holiday season, the challenges of meeting deadlines or goals, and the burden of getting the work done before...
Featured Picks
Planning for Irregular Income: Managing Financial Health When Your Income Is Variable
Managing your income and expenses is always important, but it can be a bit harder when your income isn’t the same...
7 Retirement Terms You Need to Know
Retirement planning should start as early as now for everyone. The earlier you start locking down your future, the...
Estate Planning Essentials: The importance of estate planning for a smooth transition and legacy preservation.
Have you ever wondered about the fate of your assets and loved ones after you're no longer here to guide them? What...
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May Market Commentary
“Oh my mama told me there'll be days like this...”- Days Like This by Van Morrison (1995) There is an old saying, “in...
Solving Retention with Smart Retirement Strategy: How Andrews ISD Achieved 94% Participation
▶️ Watch Now: This Simple Change Made a Big Impact for StaffSchool districts across Texas continue to grapple with the...
April Market Commentary
“This world keeps spinning / And with each new day / I can feel a change in everything”“Well, it all keeps spinning,...
March Market Commentary: Tariffs, Inflation, and Taxes… Where’s the Balance?
Tariffs, Inflation, and Taxes: Where's the Balance? February Recap and March Outlook The new administration’s priority...
February Market Commentary: A New Administration Gets Down to Business
A New Administration Gets Down to Business January Recap and February Outlook January seemed to go on forever, as the...
The Social Security Fairness Act, HR 82
Signed into law January 5, 2025 This law repeals the Windfall Elimination Provision (WEP) and Government Pension...
January Market Commentary: Seems Like Old Times?
Seems Like Old Times? December Recap and January Outlook The inauguration of only the second U.S. president to win two...
December Market Commentary: A New Regime Comes Into Focus
A New Regime Comes Into Focus November Recap and December Outlook The transition to a new administration is underway...
Auto Enrollment Overview
We know how busy everyday life can be, and that’s why we’re here to make saving for your future easier. With...