February 2023 Participant memo: The Importance of naming a Beneficiary

Do you know what will happen to your retirement savings if you were to pass… Read More

January 2023 Participant memo: Financial Wellness 101: The Real Cost of Takeout

Financial Impact Think back to your last DoorDash order. How much did it cost you?… Read More

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