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THE IMPORTANCE OF RETIREMENT PLANNING

Next week we are dedicating the blog to participants of retirement plans. Participants (the employees of a company who are participating in an employer’s retirement plan option) are the people who drive the work that we do. In fact, without participants to partake in...

QUOTES OF THE WEEK

This ‘Quote of the Day’ is for all the employers out there. Make sure that you are focused on hiring good character. The skills can be trained. This week’s ‘Wednesday Wisdom’ is simple: “Quality is the best business plan.”...

THE ADMIN – ADVISOR RELATIONSHIP

We often discuss how important our relationship with financial advisors is to our overall business. Not only do we consider advisors our clients, but we also built our business model on the relationship that we share with advisors. More often than not, it is assumed...

QUOTES OF THE WEEK

Here is a quick reminder to always go out on a limb. It may seem risky, but that’s where the fruit is! Shonda Rhimes reminds us that dream are lovely, but they are only as good as the hard work you put in to make them a reality. Don’t forget to be grateful...