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?

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?

QR Codes and Scammers

QR codes are those little scannable squares you see everywhere nowadays. They’re super handy for things like paying for parking or checking out a restaurant menu. But watch out, scammers love using them too! They’ll trick you into scanning a fake code that leads to a shady website or downloads malware onto your device. Here’s… Continue reading QR Codes and Scammers

Why You Should Consider Roth

Warren Buffett once famously described compounding as the “8th wonder of the world.” It is indeed powerful. Sadly, in a traditional (pre-tax) retirement account, one of the things you’re compounding is future tax liability since all dollars are taxed as income upon withdrawal and even your family faces taxes on distributions after your death. Instead,… Continue reading Why You Should Consider Roth

Spring Cleaning

Spring is in the air, and you know what that means – it’s time to do some serious spring cleaning! But before you dive into tidying up your closet or scrubbing down your kitchen, let’s talk about a different kind of cleanup: financial documents spring cleaning. If you have been sifting through a pile of… Continue reading Spring Cleaning