Employees

Helping You Reach Retirement

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Target Date Funds

Target Date Funds

 Target date funds are becoming a very popular option for retirement investors. But what are target date funds? And, how do they work? The answers to these questions are what you need to know to help decide if this investment option is right for...
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The Benefits of a Diversified Portfolio

The Benefits of a Diversified Portfolio

 Investing would be easy if markets rose in a straight line. Unfortunately that is rarely the case. Diversification can help an investor manage risk and reduce the volatility of an asset's price movements. Remember though, that no matter how...
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What Is Roth 401(k)?

What Is Roth 401(k)?

  If I told you that you could have tax-free income during retirement, would I have your attention? Sound too good to be true? Well, you can! Most of the plans we manage for our clients have a provision in them called Roth. Unlike your typi...
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Maximizing Social Security Benefits

Maximizing Social Security Benefits

  Did you know that for more than half of the people claiming retirement benefits, Social Security makes up 90% or more of their retirement income? That places a very heavy dependence on Social Security for those individuals. Unfortunately,...
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Am I On Track?

Am I On Track?

  The most common question from participants in retirement plans is, “Am I on track to reach my retirement goal?” To help you answer that question, we recommend our easy, 3-step “Retirement Checkup.”Step 1. Review yo...
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Designate a Beneficiary

 In your retirement plan account, you’re saving money for your future- which we hope will be a long and happy one. But, most of us are probably not immortal- and that means at some point we’ll need to know who you would like to recei...
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