New rules will make saving for retirement easier. Make sure you’re setting your future self up for success.
Category: Articles
SECURE 2.0, retirement income and litigation risk lead the menu for 2025
Hear from the experts, including Francis’ President, Michael Francis, on the key retirement plan trends for 2025.
Pre-65 Retiree Health Insurance
Twice a week, I have a conversation about retiring before age 65 and what to do about health insurance. Under an employer’s group health insurance plan, the employee generally only pays about 20% of the monthly premium costs. However, when purchasing insurance on your own, you should expect to pay 100% of that cost. That… Continue reading Pre-65 Retiree Health Insurance
Top 5 Ways Plan Sponsors Can Empower the Financial Wellness of Latino and Hispanic Employees
Explore the Top 5 ways plan sponsors can empower their Latino and Hispanic employees through building inclusive retirement plan and financial wellness benefits.
Financial Wellness for Public Sector Employees
Help public sector employees recognize the great value in their retirement benefits with these recommendations from one of Francis’ expert Financial Planners.
Understanding ERISA’s Duty to Diversify
Advice to retirement committees: Make sure you are following ERISA’s duty to diversify in your plan.
Financial Planning Considerations for People with Disabilities and Their Loved Ones
People with disabilities and their loved ones can face unique obstacles in financial planning and saving for retirement. Check out these 5 financial planning considerations that can help you prepare for the future and be financially well.
Financial Planning Considerations for LGBTQ+ Individuals and Couples
LGBTQ+ individuals and couples face unique obstacles in financial planning and saving for retirement. Check out these 5 tips from experts at Francis to protect your financial future.
A Milwaukee Couple Wants to Retire By 60. A Financial Advisor Gives Them A Road Map.
WALL STREET JOURNAL. Learn how Kelli Send, Senior VP of Financial Wellness, thinks this couple could retire by 60 and gain practical steps towards reaching your retirement goals.
AAPI Heritage Month + Financial Wellness
Happy AAPI Heritage Month! Explore unique financial planning considerations for the AAPI community.
