Category Archives: News

Are You Missing Out On Retirement Savings?

Recent research has shown that a large number of Americans have been missing out on over $1000 in retirement funds that they are entitled to. With retirement savings becoming more and more of an issue as workers get older, $1000 a year is a lot of money. How have Americans been letting this fall through the cracks? It boils down to employer-sponsored retirement plans, which are plans that offer some … Read More

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What Tibble v. Edison Means for Your 401(k), and Your Retirement

This past month, the Supreme Court issued a ruling in the much-publicized case of Tibble v. Edison International, a group of employees who were suing their company over the high fees of their 401(k) plans. The court ruled in favor of the employees, a ruling which Ashlea Ebeling of Forbes termed a “victory” for anyone who has or needs a 401(k) plan. What was so momentous, so victorious about this … Read More

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Retirement Confidence is Rising, But is That Confidence Based on Realistic Planning?

The Employee Benefit Research Institute’s Annual Retirement Survey found that retirement confidence is on the rise, but is that confidence backed up by solid retirement planning or is their confidence based on unrealistic financial hopes? Unfortunately, according to the 2015 EBRI study, the rise in retirement confidence is not backed up by secure savings or realistic projected income. Here are some of the main pitfalls to avoid when planning for … Read More

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What do Millennials Seek in Employment? The Answers May Surprise You

Millennials are hitting the workforce and seeking to grow their presence and careers fast. While millennials tend to get a bum-rap, a recent survey from EdAssist, a provider of tuition assistance programs for employers, sheds some light on this highly underrated and misunderstood group. Jay Titus, senior director, academic services for EdAssist says that according to the survey data, millennials are driven by a goal for long-term financial well-being, with … Read More

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Do You Have a Blind Spot in Your Estate Planning?

A recent study by ACE Private Risk Services found that poor documentation may impact families harshly when it comes to managing tangible assets. The study was conducted by examining the homes of three thousand high net worth families. What they found was that almost fifty percent of the homes evaluated where under-insured. Tangible assets refer to things like jewelry, antiques, fine art and other valuables. And while high net worth … Read More

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