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National Financial Planning Month - Financial Planning Stats
October is National Financial Planning Month and an ideal time to look over your finances before the holiday wish lists come rolling in....
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Chase Imberger
- Sep 26, 2022
- 4 min
3 Fresh Ideas to Help Boost Your Employees’ Retirement Savings
Innovative and creative approaches to help your company stand out while improving workers’ financial well-being How can your company...
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Chase Imberger
- Sep 14, 2022
- 5 min
5 Ways Business Owners Can Optimize Retirement Savings
Key strategies to help employers maximize savings and minimize taxes As a business owner, you have the ability to pull certain levers to...
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Caitlin Borton
- Aug 24, 2022
- 3 min
Retirement - Should You Leave Your 401(k) With Your Employer?
More and more plans are offering retirees the option of keeping their funds in their employer-sponsored 401(k) upon retirement. Since...
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Chase Imberger
- Aug 4, 2022
- 3 min
Tackling Student Loans
Tips for managing student loan debt and reducing financial hassles If you are still paying off a student loan, you are not alone. 1 · ...
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Chase Imberger
- Jul 12, 2022
- 5 min
5 Simple Habits to Build Savings
Saving money, simplified Here are five smart money moves to help you achieve ongoing financial wellness: 1. Pay Yourself First This may...
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Katie Mallette
- Jul 6, 2022
- 4 min
How Could Inflation Impact Retirement Plans?
Increasing prices may put pressure on employers and delay workers from retiring Inflation is the increase in the general price of goods...
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Jim Gasaway
- Jun 22, 2022
- 3 min
Teen Summer Jobs & Taxes - 2022
Is your teenager planning on working this summer? Below are a few guidelines about teens and taxes that might be helpful so you can give...
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Caitlin Borton
- May 27, 2022
- 4 min
FYI on Rising Gas Prices
Like most, we’re sure you’ve been feeling pain at the gas pump recently. Unfortunately, it doesn’t look like prices will be coming down...
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Chase Imberger
- May 18, 2022
- 2 min
How much should I save every month?
A simple question, right? Well, there are a lot of factors at play… What is your goal? Establish an Emergency Fund Pay Down Student Loan...
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Caitlin Borton
- May 13, 2022
- 3 min
7 SIMPLE STEPS TO ORGANIZE YOUR FINANCIAL LIFE
The first step toward achieving better financial health is getting your finances in order. By doing so, you can avoid missed payments and...
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Caitlin Borton
- Feb 28, 2022
- 5 min
Questions about your 2021 taxes
Have you started gathering what you’ll need to file your 2021 tax year return? If you have, great! If you haven’t, we think this guide...
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Katie Mallette
- Feb 23, 2022
- 3 min
Opening Savings Accounts for Kids
We all want our kids to grow into adults who have healthy finances and financial habits--and it’s important that you don’t wait until...
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Chase Imberger
- Feb 16, 2022
- 4 min
How to Think About Financial Wellness for employees
It’s natural for a chief financial officer to ask about the return on investment (ROI) from spending the organization’s money on a...
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Caitlin Borton
- Feb 10, 2022
- 3 min
Employee benefits in 2022
Hope you’re having a wonderful new year. Who has big resolutions? Employees sure do! Over the past year, employees took a good hard look...
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Caitlin Borton
- Jan 18, 2022
- 4 min
Creating a Financial Wellness Program
In today’s economy, Americans are worried about their finances, and it spills over into every aspect of their lives, even their work....
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Chase Imberger
- Jan 10, 2022
- 3 min
Inflation may be here to stay
You may have seen the news recently that Fed Chairman Jerome Powell and Treasury Secretary Janet Yellen said in interviews it’s time to...
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Katie Mallette
- Jan 5, 2022
- 3 min
Signs It's Time to Change Your Company's 401(k) Provider
With the volatility of the market and all of the 401(k) options available, it can be difficult to discern whether you have chosen the...
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Chase Imberger
- Dec 28, 2021
- 3 min
'Age' Old Considerations: Asset Allocation Strategies
We have heard individuals ask how age should impact investment decisions. This is a great question and a timely one. Unfortunately, many...
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Caitlin Borton
- Dec 20, 2021
- 3 min
Small Business guide for Holiday PTO Policies
Can you believe it’s the end of the year? The holiday season is upon us, which also means that you may be juggling employee paid time off...
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