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AAPI Heritage Month + Financial Wellness

Exploring The Unique Financial Considerations for the AAPI Community Each May, Asian American and Pacific Islander Heritage Month is celebrated to acknowledge the rich cultural heritages and contributions of the AAPI community. This celebratory month provides us with a great opportunity to dig into the unique financial planning considerations and nuances around financial health specific… Continue reading AAPI Heritage Month + Financial Wellness

Introduce Some Friction

Let’s delve into the world of budgeting, which, let’s be real, isn’t always a walk in the park. It often involves resisting the urge for instant gratification, and that’s no easy feat. But hey, here’s a clever strategy: ever considered introducing a bit of friction into your budget? It’s like setting up little hurdles to… Continue reading Introduce Some Friction

Retirement: Beyond the Numbers

When you think about retirement, it’s easy to get caught up in the numbers game—savings, investments, budgets. But there’s a whole other side to retiring that’s just as crucial, and it’s all about how you’re going to live, not just how you’ll pay for it. Think about it. After decades of the daily grind, suddenly… Continue reading Retirement: Beyond the Numbers

Francis LLC Wins Second-Place Eddy Award for Plan It Forward Campaign

  In March of 2024, representatives of Francis LLC traveled down to Orlando, FL to receive an Eddy Award at the Pension & Investments annual Defined Contribution East Conference. Francis’ Plan It Forward campaign brought home a Second-Place award in the Financial Wellness category, recognizing the excellence of this initiative. What is the Plan It… Continue reading Francis LLC Wins Second-Place Eddy Award for Plan It Forward Campaign

Grazzini Brothers & Company and Francis LLC Win First-Place Eddy Award for 401(k) Week Promotion

In March of 2024, representatives of Grazzini Brothers & Company, a Minnesota-based construction specialty contractor, and Francis LLC traveled down to Orlando, FL to receive an Eddy Award at the Pension & Investments annual Defined Contribution East Conference. Grazzini’s 401(k) Week promotion brought home a First-Place award in the Investment Education category for employers under… Continue reading Grazzini Brothers & Company and Francis LLC Win First-Place Eddy Award for 401(k) Week Promotion

Brakebush Brothers, Inc & Francis LLC Win First-Place Eddy Award for July Wellness Challenge

In March of 2024, representatives of Brakebush Brothers, Inc., a Wisconsin-based processor of chicken products, and Francis LLC traveled down to Orlando, FL to receive an Eddy Award at the Pension & Investments annual Defined Contribution East Conference. Brakebush’s July Wellness Challenge brought home a First-Place award in the Financial Wellness category for employers between… Continue reading Brakebush Brothers, Inc & Francis LLC Win First-Place Eddy Award for July Wellness Challenge

Thinking of Retiring Abroad?

Ever consider retiring outside of the United States?  From weather, to scenery, to cost of living, there are many reasons some look outside of the USA for retirement.  Sure, it’s not all hammocks and coconut drinks, but with the right plan, you’ll be sipping those drinks under a foreign sun in no time. Here are… Continue reading Thinking of Retiring Abroad?

How Much Do You Need to Retire?

For the last couple of years Northwestern Mutual has been surveying close to 5,000 people about the amount of retirement savings they expect to need, and this year the number went up. Pre-retirees are now on average expecting to need close to 1.46 Million dollars in retirement balances before they can retire. Up 15% from… Continue reading How Much Do You Need to Retire?