Explore why bonds need to be a key part of your retirement savings strategy.
Category: Blogs
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.
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.
