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It’s time to pay yourself first... #DYK one in four Americans have no funds set aside if an emergency were to happen. 😲 Another 26% have less than three months set aside to cover unexpected living expenses. Don’t let your finances take control of you - here are seven tips from Wealth Advisor and Principal, David Freisner, that can lead you towards financial security: ➡️ Contribute enough to you...

Investing in chocolate now that may just be the golden ticket opportunity! 😉 For #FortuneFriday, we will review how the great Chocolate Wars defined investing as we know it. Deborah Cadbury’s “Chocolate Wars” 🍫 is a detailed history of the chocolate industry and the 150-year struggle for global market share amongst the titans of confectionery: Cadbury, Nestle, Hershey and Mars. The Chocolate Wa...

#DYK that you can invest in moats? Not ones around a castle, but #economic moats. 💵 A #moat is an advantage that allows a company to maintain and grow its position within an industry, thus ensuring healthy profitability. #FortuneFriday "Certain industries and companies enjoy something close to permanent moats, perhaps because their products and services are less likely to be substituted for, or...

#DYK the healthcare 🏥 sector has generally suffered much shallower declines in earnings during recessions? Watch the video to understand why investing in #healthcare 🩺 stock could be worthwhile. Learn more about investing: bit.ly/3AI1EMB. The information provided in this publication is for general information only and is not intended to provide specific recommendations.

Alternative Investing | Wireless Infrastructure

Do you know what a 401(k) QDIA is? 🤔 A qualified default investment alternative (QDIA) is the plan’s default investment. It is used when an employee contributes to the plan without having specified how the money should be invested. Since the Pension Protection Act of 2006, which allowed the funds to be QDIAs, target date funds have increased in popularity. Recent surveys show that due to a bett...

Are you familiar with the term “true-up provision”? In some 401(k) plans, employers make an additional end-of-year contribution to an employee's account if the employee has not received the full match they were entitled to under the terms of the plan. In today’s episode of our Business Retirement Plans series, Wealth Management Advisor David Freisner takes a look at employer match true-up and h...

#DYK that just 41% of workers contribute to a 401(k) plan despite 68% of employed Americans having access to employer-sponsored plans? 🤔 If you aren’t currently investing in a 401(k) plan or want to learn more about your options, watch as Wealth Management Advisor David Freisner continues our focus on 401(k) planning strategies, including: ✔️ Understanding the compounding power of time. ✔️ Focu...

There are multiple components and planning strategies surrounding 401(k) plans. Over the next several weeks, we will highlight a number of planning strategies to consider with a 401(k), along with planning examples. In today’s episode, Wealth Management Advisor David Freisner will focus on the following strategies: ✔️ Taking advantage of the company match. ✔️ Understanding your risk profile. ✔️...

In the latest installment of our Business Retirement Plan series, Wealth Management Advisor David Freisner turns the discussion to the differences between a traditional 401(k) and a Roth 401(k).

Did you know that employer contributions to a SIMPLE-IRA may be made in either periodic contributions or in a single lump sum? In the continuation of our Business Retirement Plan 🗒 series, Wealth Management Advisor David Freisner highlights strategies to maximize your plan benefits under a SIMPLE-IRA and discusses the benefits and risks of a periodic contribution in relation to investing opport...

Our episode today is focused on how the latest inflation numbers will impact health care costs for retirees and those nearing retirement.

In the continuation of our Business Retirement Plan series, we discuss both the SIMPLE-IRA and SEP plans-providing an overview of contribution requirements and limits for both.

Today is the second installment of our new #retirementplans series! In today’s installment, we’ll examine various plans and provides strategies to maximize the benefits provided to build your #retirementwealth.

Business Retirement Plan Introduction

Retirement Savings Shortfall

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