COVID-19 | Financial Fitness for Life

The Right Financial Wellness Conversations in the Retirement Plan Selling Season

Sep 22, 2020 | COVID-19

As September flows into October, we shift from summer marketing into the fall selling season with the goal of a January 1st conversion date. But things may be different this year. The impact of COVID-19 is forcing retirement plans and US employers and employees to...

Payroll Tax Executive Order and How It Affects You

Sep 16, 2020 | COVID-19

The year 2020 has been quite a rollercoaster for most individuals. COVID-19 struck abruptly. The long-term effects of the nationwide shutdown continue to have a lasting impact on millions of working-class Americans. From March 1st to July 25th, around 60,000 small...

Enhancing Your Retirement Savings

May 12, 2020 | COVID-19, Press Releases

It is nearly impossible to prepare for the COVID-19 pandemic. Everyone has been affected very differently when it comes to coping with this global emergency. It has caused a state of fear of the unknown. One thing that we do know is that pandemic will end. The...

Emergency Savings: What it is and Why You Should Have One

May 11, 2020 | COVID-19, Press Releases

Emergency Savings: What It Is & Why You Should Have One Having access to instant cash is a necessity for everyone at some point in their lives. Recently, many Americans may have needed to access these liquid accounts to assist in managing the financial burdens...