Explore why bonds need to be a key part of your retirement savings strategy.
Tag: Misc
Planning for Retirement? Here’s how to find a quality financial advisor.
Tips for finding a quality financial advisor
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.
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.
Maximizing your retirement savings by minimizing your taxes
Maximize retirement savings by minimizing your taxes using these 4 strategies.
Top Investing Lessons from 2023
If we look back on the previous year, here are the top lessons we’ve learned that will make us better, more informed investors in 2024.
A System to Protect Workers’ Retirement Assets Already Exists
As the new Fiduciary Rule has been open for public comment, many across the financial services industry have weighed in on the pros and cons of the proposed legislation. Francis provides the Firm opinion on how the new Rule can actually change the industry for the better; placing the best interests of investors ahead of the interests of industry players.
Planning to retire soon? Here’s advice on how to plan for investment income.
Studies estimate retirees pay tens of billions in excess investment management fees due to conflicted investment advice. Read about the top four things you should investigate to protect your savings.
Stable Value vs. Money Market
Most U.S. retirement plans offer participants an investment alternative designed to provide capital preservation. Both money market and stable value funds fit this objective as they allow invested capital to remain daily liquid, earn a market-determined rate of interest, and remain at a fixed net asset value (NAV). While these two investment products serve the… Continue reading Stable Value vs. Money Market
The PLANADVISER Interview: Michael Francis, Francis LLC
Article written by: Alex Ortolani, PlanAdviser and posted to PlanAdviser magazine When Francis was first started in 2004, it was built upon the firm belief that America’s workers deserve better. Our business model serves as a great example in the industry of how to serve retirement plan committees and their organizations’ employees with… Continue reading The PLANADVISER Interview: Michael Francis, Francis LLC
