Employee resources

designed with you in mind.

Planning for your retirement is among the most significant and challenging decisions many employees make. Our team is here to partner with you as you navigate what can often feel like an overwhelming sea of jargon.  It can simply feel overwhelming…but don’t let it be!

From your initial enrollment in your company’s retirement plan to decisions as you approach retirement, we are here to help.  We work closely with your employer to bring valuable resources and ongoing enhancements to your plan.  We ensure that your investment lineup remains top-notch and that costs are controlled.

Our team is profoundly committed to helping you secure your financial future. Our experienced team is available any time to assist you with your administrative or investment needs. We recognize that you only have one shot at retirement, and we are here to help you get there.

Allow our team to help you with your retirement savings. We can help ensure that your planning stays on track and your goals are realized.

More resources

Gobbling Up Good Financial Habits

Holidays are all about spreading cheer and giving, but sometimes people tend to go a bit overboard, which can later result in financial stress. According to a survey conducted by Country Financial, 32% of folks feel the most financial pressure during the holiday season.

Smart Portfolio Stress Testing: Your Retirement Safety Net

You’ve been diligent—saving, monitoring retirement accounts, consulting your advisor. But are you prepared for life’s uncertainties?

Are You Over 50? Catch Up!

Consider making a catch-up contribution to your retirement!
If you contribute $7,500 each year from age 50 to age 67 (17 years), you can make a big impact on your future.

Retirement Times

Financial stressors including stubbornly high inflation and historic levels of credit card debt continue to impact workers across a wide range of income brackets.

Building a Bright Retirement Future

Clear, achievable, and meaningful goals can lay the foundation for success. Vague aspirations may have limited worth without a well-defined plan. Depending solely on past performance or arbitrary investment rules may carry risks when striving to achieve your financial goals.

How Much is Enough?

There are many formulas for figuring out how much money you need to retire. While thinking seriously about retirement finances is useful, for most people, these formulas may not come close to what your retirement actually looks like.

The Advantage of Saving Early

The early bird really could get the worm! In the chart below you will find no secret tips or tricks to investing that cite prior market events: just plain old math.

Designating a Beneficiary

Do you know what will happen to your retirement savings if you were to pass away? Here are some things you should know about naming beneficiaries that could save your loved ones’ time, money and frustration.

Tis the Season for Investing

During the holidays, we think about spending time and reconnecting with family and friends, cozying up by the fireplace, enjoying each other’s company. It’s also a time when we spend larger amount of money. But there’s another path to consider.

Staying Healthy, Physically and Financially

The holidays are upon us! Staying healthy just might make you wealthy. With small lifestyle changes and healthy choices (especially with all the shared yummy foods), you may reduce your annual healthcare costs and increase your income.

Don’t Let The Market Spook You!

With the recent market volatility, it’s understandable that you may be concerned about your investments. Don’t let themarket volatility spook you!

Retirement Readiness

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 General Accountability Office, 29% of Americans 55 and older do not have any retirement savings or pension plan and those who have saved are woefully behind with 55-64 years old averaging $104,000 in retirement assets.