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Financial Consultant

Hannah Ohman, Esq.

Jeffrey Garlatti

Financial Advisor

Maggie Juliano, Esq.

Retirement Plan Sales Manager

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Featured Posts

Longevity Risk Remains Even as Life Expectancy Rebounds

Optimize Resources to Decrease Disruption from Uncertainty: A 360 Approach to Future Proofing

Client Surveys: Find The Right Software for Your Company

Student Loan Changes May Impact Retirement Saving

Three Focus Areas for Plan Sponsors on Benchmarking

Hold on to Your HSA Horses: Challenging the Narrative that Education Alone Will Increase Employee Investments in HSAs

Risk tolerance in the real world: Using the Recently Volatile Market to Help Clients

Practice Pointer: It Helps When the Help is Specific

Fiduciary Duties as a Stabilizing Force in a Volatile Market

What Counts as a “Recession” and Why Your Plan Participants Are Probably Getting This Term Wrong

Are the Kids Still Alright? Retirement Readiness Based on More Than Vibes

DOL’s Fiduciary Rule: Signs That It Isn’t Coming Back

When It Comes to ESG, Plan Sponsors Need to Follow News Not Noise

Puzzling Through the Pieces: Finding Possible Themes and Conflict in the Changes at DOL

Retirement by Any Other Name? Associations with the Word “Retirement” Could Shift

Long Term Care: It is Time to Talk, More

Leadership Interrupted - Leading Teams During Tough Times

San Francisco v. EPA and the Safeguards Rule: Caution Ahead

Testing Your Loyalty: A Gathering Trend on Fiduciary Duties

Maximizing Marketing Efficiency

Assessing Alternative Investments: What to Watch

Re-Enrollment Round Up

Financial Wellness: Plan and Assess for Success

Lead Employees to the Benefits Trough Through Education

Transparency, Flexibility, Pensions, and Savings Accounts: A Year in Review

La Plus ca Change: Digesting Investing 2024

With a Twist: Alternative Investment Trends and a Forgotten Friend

Small Ship Warning: The 411 on Charting PR in a Storm Not of Your Making

Volatility, Behavioral Finance, and Your Clients

How to Help Employees Master Budgeting Techniques Using Holiday Spending as a Teaching Tool

Snags in Savings: Considerations for Sponsors on Employee Savings Plans

The Microretirements Trend

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