Fortify Your Financial Security During the Holidays

Thad Schlaud

As the holiday season approaches, the air buzzes with excitement, but it also rings alarm bells for cybercriminals aiming to exploit the festive fervor. Protecting your financial information from hackers during this period demands heightened vigilance and proactive measures. Here’s a comprehensive guide to safeguard your financial well-being during the…

Categories: Family
Video

3 Benefits of Powering-Up Your 401(k)

Nicole Standen

In some good news for 2022, contribution limits have increased for 401(k)s. For those looking to max out their 401(k)s in 2022, you can contribute $20,500—an increase of $1,000. For workers over the age of 50, the catch-up 401(k) contribution is still an additional $6,500 per year. Contributions to your…

Categories: Education

The Biggest Issue Facing Your Employees Today

Thad Schlaud

The current economic landscape, with its rising living costs and lingering student debt, has shifted employees’ financial stress points. Recent studies, including the “Retirement Readiness 2023” report, from Buck, an integrated HR, pensions and benefits consulting firm, illuminate a stark reality: the…

Categories: Careers, News, The Market

Estate Planning & Business Transition Checklist

Thad Schlaud

The end of the year serves as a natural checkpoint for many financial and personal processes, and with the arrival of the final months of 2023, proactive preparation becomes essential. Whether you are an individual looking to optimize your estate planning or a business owner contemplating a seamless transition, the…

Categories: Family, Major Life Purchases
Video

3 Ways Gratitude Can Impact Your Money Mindset

Chad Wotton

In today’s video, we’ll share five strategies that can help boost your retirement savings. Keep in mind, each of these strategies may not align perfectly with your financial goals. So, if you have questions, don’t hesitate to seek advice from a financial advisor.

Categories: Education