The Importance of Financial Wellness

Financial wellness, like physical wellness, isn’t something you should ignore. Instead, it’s a critical concept for anyone who wants to be knowledgeable and confident about their finances, and in fact, financial wellness is so important that more than half1 of employers now offer financial wellness programs to their workers. So, what is financial wellness and… Continue Reading The Importance of Financial Wellness

April is Financial Literacy Month: Too many people just don’t have it, but your financial professional can help

April is National Financial Literacy Month – an entire month dedicated to underscoring the importance of learning, establishing and maintaining healthy financial habits. But ask yourself this: what have you learned about anything financial lately? Do most of your neighbors keep a household budget or save for retirement? Does your cousin live hand-to-mouth? Do you… Continue Reading April is Financial Literacy Month: Too many people just don’t have it, but your financial professional can help

Setting Every Community Up for Retirement Enhancement (SECURE) Act – Top 10 Key Provisions

As Enacted on December 20, 2019 · Prepared for LPL by Davis & Harman LLP   Open Multiple Employer Plans / Pooled Employer Plans – The SECURE Act allows unrelated small employers to band together in “open” 401(k) multiple-employer plans (MEPs; also referred to as pooled employer plans (PEPs)). This reduces the costs and administrative… Continue Reading Setting Every Community Up for Retirement Enhancement (SECURE) Act – Top 10 Key Provisions