Retirement Plans: Episode 3 (A 4 Part Educational Series for Companies)

This is a 4 part educational series covering Retirement Plans in companies and suggested items to consider when building or enhancing a sponsored plan.  In the Episode I, we covered reasons that you are using or running a retirement plan. Read that article here. In Episode II, we go over …

Five Considerations When Saving For College & Retirement

With growing families, the most frequently asked question is, “Should I save more now for college or retirement?” This answer is complicated and heavily relies on your family’s situation, but here is how I answer in most cases. Consider this: Ray Franke, a professor of education at the University of …