Posts filed under: Financial Wellness

Financial Wellness

Includes all employee education to improve financial education and financial health. This includes debt elimination, life insurance, budget and cash flow, investing, saving, estate planning and wills.

The Tax Saver’s Credit

The Savers Credit is in addition to 3 other tax advantages available when saving for retirement:... Read More

Deconstructing your Debt-to-Income Ratio

Your debt-to-income ratio (or DTI) measures your monthly debt payment against your monthly income (before taxes or before other deductions have been made). ... Read More

Inexpensive Benefits You Can Add to Avoid… The Great Resignation

The Great Resignation has been dominating headlines and HR meetings for the last two years, leaving employers wondering about the best way to attract and retain the best employees.  Benefits packages, a key reason employees join some companies and not... Read More

Ask Erick…Q&A with a 401(k) Advisor

We are considering adding a financial wellness program as part of our retirement plan benefit program.... Read More

Ask Erick…Q&A with a 401(k) advisor

Q: Over the past couple of years, some of our retirement-age employees have opted to continue working. While their expertise and experience are invaluable, it has resulted in some unplanned challenges for our organization. Do you know if this is... Read More

Pondering the Next Stage in the Evolution of Retirement

A recent survey confirms that there is no single path to retirement.... Read More
12