Much has been made of the current state of the American worker as it pertains to their retirement savings. According to a recent study by the General Accountability Office, 29% of Americans 55 and older do not have any retirement savings or pension plan and those who...
“The interest is up and the stock market’s down,” say the lyrics of Hank Williams Jr.’s 1981 country hit A Country Boy Can Survive. Sounds like a familiar tune! It sort of feels like we are reliving a replay of the early eighties. So many parallels. Rising rates, high...
Contemplating retirement for a small business owner can prove to be difficult given many owners have spent decades building and operating their business in good times and bad and committing extraordinary amounts of time in the process. For many, it has become their...
So far, 2022 has been quite a year. Why? For one, it was the worst first 6 months start to the year in the financial markets since 1970. Also, we’re experiencing the highest inflation in 40 years, ongoing supply chain challenges, slowing growth, the Ukraine War…..I...
Just how important is a 401(k) match to your employees? It appears to be top of mind, according to Principal’s 2021 Retirement Security Survey. The study’s results show that the match matters most, as the top retirement plan considerations of survey participants when...
