Jan 5, 2021 | Blog, 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,...
Dec 1, 2020 | Blog, 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...
