by dkelley | Oct 13, 2021 | blog
Acronym Circus In 1981 The Johnson Companies created the first 401 (k) plan which allowed employees to contribute to their retirement plan through payroll deduction. So, from an employee perspective this is simple, how much do you want to contribute and where would...
by dkelley | Jul 26, 2021 | blog
“Do not regret growing older. It is a privilege denied to many.” – Anonymous Aging is an act that many individuals want to make gracefully. However, it is important to know that risks exist throughout all life stages. Today, let’s focus on risks in the...
by dkelley | Jun 15, 2021 | blog
How will I decide I am ready to retire? After 40 or more years working, how do you know when is the right time to retire? Is it based on your age 62,65,67,70 or does age have nothing to do with it? Maybe you need to acquire a certain level of assets, one million,...
by dkelley | Apr 12, 2021 | blog
SECURE Act 2.0 Get the Jump on this Legislation As part of our financial wellness focus for a business, we hope to keep you on the forefront of legislation that can impact the financial wellness of your business and your employees. Even in an era of extreme...
by dkelley | Apr 6, 2021 | blog
What is the Planning Gap? You may recall back in 2008 ING ran a series of commercials showing people carrying around a big orange number that was supposed to indicate the “number” they need to have saved in order to be able to retire comfortably. Today’s world is a...
