December 2022 Participant memo: ‘Tis the Season for Investing

During the holidays, we think about spending time and reconnecting with family and friends, cozying… Read More

November 2022 Participant memo: Are You Thankful for Your Health?

The holidays are upon us! Staying healthy just might make you wealthy. With small lifestyle… Read More

October 2022 Participant memo: Market Trick and Treats

With the recent market volatility, it’s understandable that you may be concerned about your investments.… Read More

Podcast Q&A: “How a Fixed Annuity Can Fill a Gap in Your Retirement Savings Plan“

Aviva Sapers, CEO and Kim Bernabeo Landry, Director, Insurance Underwriting Advocacy at Sapers & Wallack… Read More

September 2022 Participant memo: Retirement Readiness: How will you Prepare?

Much has been made of the current state of the American worker as it pertains… Read More

How a Fixed Index Annuity Can Fill a Gap in Your Retirement Savings Plan

/// By Aviva Sapers and Kim Bernabeo Landry Amid the economic uncertainty and volatile stock… Read More

August 2022 Participant memo: Back To School

        Contact Us Schedule a meeting with one of our Wealth Advisors… Read More

How a Personalized Retirement Employer Plan Meets the Needs of an Evolving Market

The retirement plan landscape is rapidly changing and increasingly complex. Between volatile markets, the boom… Read More

July 2022 Participant memo: Beneficiary Designations Who will get your money?

  We know you are ready for summer! But how’s your retirement plan doing? Summer… Read More

June 2022 Participant memo: Beneficiary Designations Who will get your money?

Although not a pleasant topic, it is an important one – Who is the named… Read More