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financial wellness programs
In early 2020 the CFP Board announced that 23.2% of women held the CFP® designation, up 4% from the previous year. Even though this was cause for celebration, female financial advisors only make up about 15-20% of all advisors today and leave lots of opportunities open for women to enter the field – this is...
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Labor Day
“Where love is there is no labor; and if there be labor, that labor is loved.” — Jane Austen   Another Labor Day is now upon us and many may be spending this holiday either going for a second cheeseburger, dusting sand off from the beach, or filing away the receipts after a bit of...
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Becoming a caregiver for a friend or family member is often a selfless act, but it does not always have to be a thankless one. Caregivers often give up much of their time, energy, resources, and even careers to take care of someone who needs help taking care of themselves. Caregiving does not discriminate as...
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Do you, a friend, or a family member, find yourself instinctively adjusting your portfolio or approaching your finances in a certain indescribable way? Do you often have great difficulty listening to new financial philosophies, or even become aggressively defensive of a particular strategy that you have held to for months or even several years? If...
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Its that time of year again, boxed lunches, boxes of donuts, and boxes of name-brand coffee in the break room can only mean one thing; its time to check those boxes on your employee benefits election form. Every year it feels the same, time for you to shop 401(k) plan options, shop through health insurance...
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covid-19
Thirty years ago, I discovered and set out to master the nonqualified deferred compensation field. I designed and placed several hundred plans prior to the 1986 Tax Reform Act, which caused dramatic changes in how these arrangements were funding. Prior to the Act, we could credit participant accounts with 18 to 22 percent guaranteed interest...
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As a highly compensated executive, you are focused on your career and management responsibilities. But no employee can afford to overlook personal financial planning. At the same time, your employer has a vested interest in helping you, and not just in your job, but in your personal wealth management as well. Why? Because when you’re...
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Via the recent CARE Act, many homeowners that have a mortgage now qualify to halt 12 payments on their monthly mortgage through a forbearance request to their lender. Now, nearly 4% of all mortgages are in forbearance and the Mortgage Banker Association reports a 1,270% increase in forbearance requests the week of March 2 and...
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Healthcare Professionals
We are living in unprecedented times. For many of us, our daily routines might have changed, such as trading the commute to work for the pajama bottoms meeting. However, for many in the community, life continues on without too many difficult adjustments. There is a certain group of individuals out there, who have never had...
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“Our new Constitution is now established, and has an appearance that promises permanency; but in this world nothing can be said to be certain, except death and taxes”.  – Benjamin Franklin   Benjamin Franklin was one of the greatest “Renaissance” men of his generation, adept at everything from science to politics, he was also known...
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