Author
Feb 22, 2021
Blog

Now & Later: Don’t Just Plan For Your Next Vacation …

It's not breaking news - people are more likely to prepare for their next vacation before they plan for retirement. Read on to find out how to plan for both.
Author
Nov 11, 2020
Blog

Social Security Questions Answered

Wondering if you are maximizing your Social Security benefits? Worried that you won't get what you need during retirement? We're answering your real questions.
Author
Oct 22, 2020
Blog

Benefits Set To Increase In 2021, Says Social Security Administration

SSA will provide additional relief to retirees beginning 2021.
Author
Aug 13, 2020
Blog

Retirement Is Knocking …

Wherever you’re at on the retirement spectrum there are practices you can put in place now to move you toward your retirement goals.
Author
Feb 3, 2022
Events

Don’t SAS 136 Me! – How the New Auditing Standard is Impacting Employee Benefit Plan Sponsors

New audit standards mean new responsibilities for auditors and plan sponsors. With SAS 136 coming into effect for plans that will be audited in 2022, plan sponsors may want to become familiar with the new rules to ensure they are prepared.
Author
Oct 26, 2020
Events

Social Security V. Medicare: Addressing Your Most Asked Questions

Will Social Security still be around when you retire? Are there ways to maximize your benefits? Is there a difference in Medicare options? Get answers to these questions and more.
Author
May 8, 2020
Events

Why Caregiving Is Becoming Prevalent In The Workplace

Join Darlene Finzer as she talks about why caregiving is becoming prevalent in the workplace during a special webinar co-presented by the Tuscora Chapter of SHRM.
Author
Apr 23, 2020
Events

What Is Life After Coronavirus? Understanding The Impact During Your Retirement

There is a lot of uncertainty these days - especially if you are planning to retire or already have retired. This webinar will provide you with the insight you're looking for.
 
Apr 7, 2021
 
Dec 9, 2019
Podcast

Episode 214: Family Legacy Planning Explained

When it comes to planning your legacy, are you savvy or are you selfish?