In today’s competitive talent landscape, offering your employees a robust retirement plan is no longer a bonus, it’s a necessity. However, the associated administrative burdens and fiduciary responsibility have made managing traditional retirement plans, such as 401k plans, difficult and cumbersome. Thankfully, Pooled Employer Plans (PEPs) have emerged as a game-changer, offering a simplified and […]
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With its vibrant spirit and thriving economy, Colorado Springs offers a wealth of financial possibilities. But navigating the intricacies of wealth management can feel like scaling Pike’s Peak blindfolded. One crucial step for managing your financial future lies in choosing the right financial advisor, specifically a fiduciary advisor who puts your interests first. The purpose […]
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By Steven Hiraga, CFP® A Bit of Retirement Plan History The 401(k) retirement plan, introduced in the Revenue Act of 1978, is still a relatively new workplace benefit. For example, employee-provided health insurance goes back to the early 1940s in response to concerns about inflation as the US started coming out of WWII. Going back […]
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With its diverse and growing economy, Tallahassee presents its residents with many financial opportunities. Yet, navigating the complexities of wealth management can be daunting. One crucial decision lies in choosing the right financial advisor – a decision that can significantly impact your financial well-being. This guide delves into the steps you can take to find […]
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In the current volatile and unpredictable economic environment, it is understandable if you are questioning the stability of your financial plan, provided that you have one. Reviewing your life circumstances is appropriate in good and bad times, and employing a Financial Stress Test should be a part of your overall approach. This valuable tool is […]
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