May is a month filled with historical moments that have left a lasting impact on our world. Let’s take a look at some remarkable milestones:

🎖️ May 8, 1945 – Victory in Europe Day (VE Day) marked the Allies' acceptance of Germany’s surrender, effectively ending World War II in Europe.

📈 May 17, 1792 – The New York Stock Exchange was established by 24 merchants and brokers under a buttonwood tree on Wall Street, laying the foundation for modern financial markets.

🌉 May 27, 1937 – The Golden Gate Bridge opened to the public, with 200,000 people celebrating by walking across what would become one of the most iconic landmarks in the world.

Which of these moments sparks your curiosity? Let’s celebrate the stories that connect us to history!

May is Disability Insurance Awareness Month, and there’s no better time to explore the value of group disability insurance for your workforce. It’s more than just a safety net for employees — it’s a strategic benefit for your business. Swipe through to learn more.

Ready to build a benefits package that supports your team and strengthens your business? Contact us today to learn more.

Many employees may not realize they have opportunities to enroll in a 401(k) plan outside of open enrollment. By highlighting these options, you can help your team make informed decisions about their financial future.

✅ New hires – Many plans allow enrollment once eligibility requirements are met.
✅ Life changes – Events like marriage, divorce, or having a child may open a new enrollment window.
✅ Plan-specific windows – Some plans offer rolling or quarterly enrollment periods.
✅ Automatic enrollment – Employees may be enrolled automatically unless they opt out.
✅ Special promotions – Employers may offer additional opportunities to encourage participation.

Clear communication about these options can boost participation and help employees feel more confident in their retirement planning. Need assistance sharing this information or exploring your plan options? Our team is here to help! Reach out anytime.

As we welcome May, let’s celebrate the drive and passion that fuel everything we do. This month, take a moment to reconnect with what inspires you — because when your heart is in it, your work truly shines. 🌟

What’s keeping you motivated this May? Let us know in the comments!

This May, we’re proud to celebrate National Small Business Month and recognize the immense impact small businesses have on our economy and communities. Swipe through for more information.

If you're a small business owner looking for financial guidance, we’re here to support you. Contact our team today!

✨ Sweeten your Cinco de Mayo celebration with homemade sopapillas! ✨

Crispy, golden tortilla bites coated in cinnamon sugar and drizzled with honey — this quick and easy recipe is sure to be a crowd favorite. Perfect for dessert or an afternoon treat!

Check out the recipe in the graphic and let us know: Are sopapillas on your Cinco de Mayo menu this year?

Ever wondered how the stock market works? Whether you're new to investing or just want a clearer understanding, swipe for a breakdown of the basics.

Ready to take the next step in your investment journey? Contact our team today.

📈 **Dividend-Producing Stocks vs. ETFs: Which is Right for You?** 📈 When it comes to investing, both dividend-producing stocks and exchange-traded funds (ETFs) offer unique benefits. Here's a quick comparison to help you decide which might be the best fit for your portfolio: **Dividend-Producing Stocks**: 1. **Regular Income**: Dividend stocks provide regular income through dividend payments, which can be reinvested or used as cash flow. 2. **Potential for Growth**: High-quality dividend stocks can offer capital appreciation over time. 3. **Stock Selection**: You have the flexibility to choose individual stocks that align with your investment strategy. 4. **Tax Considerations**: Qualified dividends may be taxed at a lower rate than ordinary income. **ETFs**: 1. **Diversification**: ETFs offer instant diversification by holding a basket of securities, reducing the risk associated with individual stocks. 2. **Lower Costs**: ETFs typically have lower expense ratios compared to mutual funds and can be more cost-effective than buying See More

Hardship distributions can be complicated, but as an employer, understanding your responsibilities is key to staying compliant and protecting your retirement offering. Swipe through for a quick breakdown of what you need to know.

Need guidance? Our team is here to help simplify 401(k) hardship distributions and ensure your plan stays on track. Contact us today.