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.
Category: Blogs
Inclusive Financial Wellness (Webinar)
Learn how to set up your diverse workforce for financial success with practical tips on creating an inclusive financial wellness and retirement plan benefit.
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.
Francis Financial Planner WINS Retirement Plan Adviser of the Year Award for Efforts in DEI
Liz Aidoo announced as 2024’s Retirement Plan Adviser of the Year for Efforts in DEI. Read more about Liz’s amazing work and how she champions DEI at Francis and at our clients.
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.
Francis LLC Wins Second-Place Eddy Award for Plan It Forward Campaign
Award-winning financial wellness programs include customized initiatives tailored to unique workforces
Grazzini Brothers & Company and Francis LLC Win First-Place Eddy Award for 401(k) Week Promotion
Award-winning financial wellness programs include customized initiatives tailored to unique workforces
Brakebush Brothers, Inc & Francis LLC Win First-Place Eddy Award for July Wellness Challenge
Award-winning financial wellness programs include customized initiatives tailored to unique workforces
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.
