Many employers are told by their providers that their 401(k) plan has “free” or “no-cost” recordkeeping. While that phrase is common in the retirement industry, it is also misleading. Recordkeeping is never...
We will walk through the majors pits and peaks of this fiscal year, while focusing specifically on: Market Returns Sectors and Assets Which Appear Overvalued/Undervalued Trends We See Developing How to protect...
Construction companies invest heavily in safety, equipment, and workforce development, but long-term financial security is often overlooked. With high turnover, seasonal schedules, and variable wages, construction workers face unique obstacles when saving...
When you hear the word legacy, you might picture something far off in the future, a will, a large estate, or a gift passed down after you’re gone. But the truth is, legacy...
Running a construction business comes with its fair share of financial challenges, tight margins, unpredictable project timelines, and fluctuating labor costs. But one area where business owners have significant control is how...
In today’s competitive construction industry, attracting and retaining skilled workers has become a challenge. With a shrinking labor pool, rising project demands, and the physical nature of construction work, companies need every...
Auto retail is fast-moving, capital-intensive, and unlike any other privately held business. Franchise rules, OEM approvals, lending covenants, and family dynamics make estate planning for dealer principals far more complex than a...
What will your days look like once your career ends? At first, you may enjoy relaxing and traveling—but what comes next? Do you know how to begin planning for the decades ahead?...
Legacy isn’t just about inheritance—it’s about influence. Together, we’ll explore how women can use their wealth and time to reflect their deepest values. We’ll discuss annual giving, long-term estate design, and the...
Written by: Greg Phillips, AIF®, CPFA®, C(k)P® The IRS has released the new retirement contribution limits for 2026, and the numbers are going up again. Higher limits mean a greater opportunity to save more...
This month we look at the legal documents to keep you and your family safe and sound. We’ll dive into: Estate Plan Living Trust Will Durable/ Nondurable/ Special or Limited/ Springing/Medical Power...
Most of us imagine growing older surrounded by family and enjoying the rewards of a life well-lived. But few of us picture what might happen if we needed help with everyday activities,...
