Employee Benefits
Learn how we can help businesses compare and evaluate their employee benefit programs
BENEFIT ADMIN MADE SIMPLERetirement Plans
Evaluating Retirement Plans has become increasingly difficult.
Contact us for more informationBusiness Planning
Reward, Retain and Retire key employees. Have a plan for your business to be around for future generations
Contact us for more informationNewsletters
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A Financial Wellness Plan Can Help Pave the Road to Retirement
This article outlines four elements of financial well-being and offers suggestions to strengthen financial wellness.
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Is Your Home Office Also a Tax Shelter?
This article explains which taxpayers are eligible for the home office deduction and describes the two methods used to calculate it.
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Sequence Risk: Preparing to Retire in a Down Market
This article offers a strategy that may help address sequence risk — the danger of poor investment performance at the outset of retirement.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.