Category Archives: News

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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Beat the Holiday Blues at Work

What we associate with “the most wonderful time of the year” often times leaves employees feeling less than cheerful. The pressure of finishing up the year’s projects along with the seemingly never ending holiday to do lists can quickly switch “holiday cheer” to “holiday blues”. This time of year is particularly challenging for anyone who recently lost a loved one, is going through a break up or in financial strain. … Read More

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Retirement Confidence Ranks High for Entrepreneurs and Female Business Owners

A recent survey conducted by The Employee Benefit Research Institute found that retirement confidence among workers are at a new low. With only 18% of participants feeling very confident, 37% feeling somewhat confident and 24% stating that they are not at all confident that they have saved enough to live comfortably in retirement. However, while retirement confidence among employees is low, there is an unlikely demographic that shows higher confidence … Read More

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