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Spouses saving for an eventual retirement during their working years often have different timelines for leaving the corporate world behind. While a difference in retirement dates can eliminate one income stream and help couples ease slowly into their golden years, careful planning can help ensure their financial goals stay on…

Offering employees access to a 401(k) retirement-savings plan is critical to attract and retain top talent. Equally crucial are the steps you must take as plan sponsor to comply with a host of legal and financial responsibilities in the administration and ongoing management of those plans. By working with experienced…

According to the U.S. Bureau of Labor Statistics, the median number of years that wage and salary workers aged 25 and older had been with their current employer in January 2024 was 3.9 years, down from 4.1 years in 2022 and the lowest since January 2002. With this pace of…

People spend a significant amount of time building their wealth and carefully creating trusts and estate plans to protect and preserve their assets for future generations. Yet, when it comes time to name a trustee to carry out their wishes under the terms of a trust, many people stumble. Making…

Relatable Finance Podcast

“Relatable Finance” brings clarity to investing, wealth planning, and today’s financial trends—breaking it all down for Gen Z, Millennials, and anyone ready to take charge of their financial future. Each episode delivers actionable insights, real talk, and timely tips in a way that’s easy to understand and immediately useful.
Perfect for those building their wealth journey, this podcast keeps it smart, relevant, and always practical.

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