Winter weather often brings increased energy costs, which can impact household budgets. To help you manage these seasonal expenses, we’ve put together a few strategic tips that can make a big difference. Swipe through to learn more!

For more ways to optimize your finances this winter and beyond, contact our team. We’re here to offer tailored, personalized financial planning guidance.

As we approach the end of the year, you might notice a buzz about the "Santa Claus Rally." This is a phenomenon that has intrigued investors for decades, offering a unique blend of market optimism and holiday cheer.

With this in mind, we have put together a quick overview of the “Santa Claus Rally” and what you should know. Swipe to learn more.

As always, feel free to reach out with any questions about your financial strategy. Happy Holidays!

Did you know that 62% of workers say they view an employer match as key to their retirement future?

That’s a pretty compelling stat, especially for businesses that don’t currently offer 401(k) matching. With that in mind, we’re sharing five key facts for employers interested in setting up a 401(k) match program.

Have more questions? We can answer those, too 🤝 Reach out, and we’d be happy to chat.

Offering the right employee benefits is essential for attracting and retaining top talent, but there are common misconceptions that can impact your choices. Today, we're debunking two myths that employers should know. Swipe to learn more.

Have questions about designing your employee benefits? Contact our team today.

Give your employees the gift that keeps on giving this holiday season — great benefits! Offering comprehensive benefits, like health insurance and retirement plans, shows your team how much you value them, boosts morale, and helps attract and retain top talent.

Reach out to our team today to discuss how we can support your employee benefits strategy.

Do you have your bracket handy? No, we’re not talking about those of the sports variety!

Instead, we’re referring to 2025 tax brackets, an important aspect of your financial strategy for the year. Read the graphic to find your expected tax bracket, and feel free to save this post for future reference.

As always, if we can be of help, don’t hesitate to give the office a call.

As we enter 2025, it’s a good time to evaluate your company’s 401(k) plan. A well-chosen plan can play a crucial role in helping your company maintain a competitive edge and ensuring employees can build a secure future. Whether you’re looking to adjust your current plan or explore new possibilities, finding the right fit is key.

We're here to help you make informed decisions that benefit both your team and your business. Contact us today!

In today’s competitive job market, potential employees are looking for robust benefits packages. Offering a strong 401(k) option in your benefits package can help you attract and retain top talent.

Need guidance on choosing the right 401(k) plan for your business and your employees? Our team is here to help you navigate this decision. Reach out today!

December is full of fascinating moments in history! From groundbreaking inventions to the birth of iconic creators, let's take a look at some key events that shaped our world.

✨ December 5, 1901: The man who brought us Mickey Mouse and a world of imagination, Walt Disney, was born in Chicago! From sketching farm animals as a child to opening Disneyland in 1955, Disney's legacy continues to inspire creativity across the globe.

🚀 December 14, 1962: NASA's Mariner 2 became the first spacecraft to successfully fly by another planet, Venus, marking a significant achievement in space exploration and planetary science.

💡 December 31, 1879: Thomas Edison lit up the world with the first public demonstration of his electric incandescent lamp in New Jersey. Talk about ending the year on a bright note!

Know any other fascinating December events? Share your favorite historical moments with us in the comments below!