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Category: From Mike Francis

Stay on Target

The upcoming U.S. Presidential election and its impact on the financial market.

Published October 20, 2020
Categorized as From Mike Francis Tagged Misc

Help your future self by following these rules for retirement saving

How much you’ll need to save in order to afford to stop working someday depends on many factors.

Published July 9, 2020
Categorized as From Mike Francis Tagged Misc

Rise above emotions; stick to a steady savings strategy

Before you take any significant and potentially irreversible actions regarding your retirement savings, you should pause and ask some important questions.

Published April 13, 2020
Categorized as From Mike Francis Tagged Misc

Don’t let your lack of funds stop you from seeking help from a financial adviser

Why are so many people who need help with their finances not getting it?

Published January 2, 2020
Categorized as From Mike Francis Tagged Misc

What to do with your 401(k) account when you change jobs

Before deciding what to do with an old 401(k) account, here are a few questions that will help you determine your best course of action.

Published September 30, 2019
Categorized as From Mike Francis Tagged Misc

Roth 401(k) could be a better choice

Overwhelming evidence shows the benefits of Roth for certain types of savers.

Published July 1, 2019
Categorized as From Mike Francis Tagged Misc

Protect Your Retirement Savings from Conflicted Advice

One of the most important workplace decisions you’ll ever make is how to invest your retirement savings.

Published April 2, 2019
Categorized as From Mike Francis Tagged Misc

How to Protect Your 401(k) from Cyber Crime

Ever apply for a credit card, shop at Target, or stay at a Marriott? Due to some recent large data breaches, your personal information may be available on the dark web.

Published March 11, 2019
Categorized as From Mike Francis Tagged Misc

Are cybercriminals targeting your 401(k)?

The very real possibility that, due to some recent large data breaches, your personal information is now available to anyone motivated enough to go on the dark web and buy it.

Published January 7, 2019
Categorized as From Mike Francis Tagged Misc

401(k) Plans Evolve to Help Young Workers Pay Off Student Loans and Save for Retirement

Many believe the IRS approval foreshadows the biggest enhancement to the 401(k) plan since the addition of Roth 401(k) accounts in 2006.

Published September 25, 2018
Categorized as From Mike Francis Tagged Misc

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Commitment to Diversity, Equity & Inclusion

We value diversity in all forms and celebrate the unique voices of our team members and those we serve. We strive to create a culture of authenticity and belonging where everyone, from any background, feels valued and supported. We recognize that we have a lot of work to do and remain committed to moving our Firm forward.

 

For more information, listen to Elizabeth Aidoo, our Director of DEI and Servicios en Español, speak as a panelist on Building Team Culture and Belonging at the 2024 PLANADVISER conference.

  • Services
    • Workplace Financial Wellness
    • Retirement Plan Consulting
    • Participant Portal
  • Knowledge
    • White Papers
    • Blogs
    • Podcasts
    • From Mike Francis
  • Team
    • Meet the Team
    • Careers
    • Sabbatical
  • Contact