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Sponsoring a Pooled Employer Plan?

Jan 5, 2021 | Retirement Plans

With the proliferation of Pooled Plan Providers or “PPP’s”, planning to sponsor a Pooled Employer Plan (PEP), how will yours be different? Why a PEP Makes Sense It’s no secret that employers are faced with many challenges in our current environment. Unfortunately,...

News on the Street

Dec 1, 2020 | COVID-19

In regards to COVID, as a financial coach, I am often asked “Paula, what’s the news on the street? What are the concerns that you hear, and as a financial professional, how can I help?” As with past pandemics, we have high confidence that science will prevail. Until...

Financial Education for Females

Nov 16, 2020 | COVID-19

Women remain at a disadvantage when it comes to retirement savings due to the unique circumstances they face throughout their lifetime. These circumstances could include women outlasting their male partner1, being a primary caregiver2, and having a higher health...