Signed into law January 5, 2025 This law repeals the Windfall Elimination Provision (WEP) and...
Planning for retirement can be difficult. Learn how to prepare for retirement, what types of retirement plans available and how they work.
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 auto-enrollment, you can start building your retirement savings automatically—no extra steps required. A small percentage of your paycheck will be contributed...
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How to seek the best tax benefits with your retirement plan
How to seek the best tax benefits with your retirement plan Lower your taxes now Contributions to a standard retirement savings plan, like a 401(k), 457(b), or 403(b), are withdrawn from your pay before income taxes are applied. Each year, these "pretax...
A Date with Destiny – Financial Planning at every age!
A Date with Destiny - Financial Planning at every age! With contributions from Mark Essenfeld, CFP®, AIF® Many are of the opinion that financial planning is only necessary after there is significant income and savings to manage; but the truth is that every age has...
Bridging the Retirement Income Gap
Bridging the Retirement Income Gap When estimating the amount of income needed in retirement, you may start by considering the type of lifestyle you want to live and the age at which you’d like to retire. But as retirement age nears, it may become apparent that prior...
Investing Do’s and Don’ts
Investing Do's and Don'tsWith contributions from Harrison MacDonald If you’ve thought about investing but have no idea how to get started, you’re not alone. Investing isn’t something taught in our high school curriculum so by the time you’re a little older and earning...










