Recent Social Media Posts

LinkedIn Posts

 

  1. What steps can you take to improve your plan? Whether it’s engaging senior management or restructuring the company match, this checklist identifies areas of potential improvement for the plan sponsor.
  2. The success of your personal budget depends on a number of factors, including your career level, how much debt you owe, and where you live. Learn the ins and outs of six common budgets and whether they could work for you.
  3. What can new graduates do to launch their careers? From starting a side project to attending a career fair, here are 50 things you can do to get that job.
  4. A new study by the LIMRA Secure Retirement Institute reveals that the fear of running out of money in retirement is a top concern for pre-retirees. From portfolio protection to minimizing taxes, here’s where this group needs help.
  5. Many investors want to know if the market is overvalued. According to Commonwealth CIO Brad McMillan, begin by asking what extra return you need and then assess the likelihood of getting it.
  6. What are your top retirement worries? According to a new study by Merrill Lynch and Age Wave, Americans’ three biggest concerns are...
  7. From the service sector to consumer confidence, Chief Investment Officer Brad McMillan takes a closer look at the numbers in his monthly risk factor analysis
  8. Handy financial tips for life's nasty surprises
  9. How does your plan define “compensation”? If the definition you’re using doesn’t match what’s in the plan document, you may need to take corrective action. Learn more about this common failure: 
  10. Did you know that the average wedding now rings in at more than $30,000? If you’d like to walk down the aisle without overextending your budget, check out our latest article for tips (plus some money-saving ideas for guests)
  11. According to a recent survey by Voya Financial, 63 percent of respondents said they don’t spend enough time (or no time at all) on important retirement planning decisions. Get more insights into consumers’ retirement plan behaviors and decisions: 
  12. Are economic indicators resuming an upward trend?
  13. According to a new study by Natixis Global Asset Management, the next generation of workers wants a next-generation retirement savings plans.
  14. U.S. Manufacturing Output Rose for a Second Month in October.
  15. After the Election, What Now? 
  16. What does the election mean for your portfolio?
  17. Are there warning signs in the stock market of trouble in the near future? Commonwealth Chief Investment Officer Brad McMillan takes a look in his monthly market risk update.
  18. For many small businesses, the Affordable Care Act has decreased the appeal of health care benefits for employees. Learn how these businesses are rethinking retirement benefits to recruit and retain employees.

  19. What are kids learning about money in school these days? Here’s a sample financial literacy syllabus that might just put students on the right track when it comes to saving and spending.

     
  20. Are 401(k) loans a valuable tool for achieving financial goals before retirement or something that should be avoided at all costs? Here are four common myths about 401(k) loans.

  21. All three major U.S. stock indices closed at new highs last Thursday. But according to Brad McMillan, chief investment officer at Commonwealth Financial Network, investors should remember how we got to this point.
  22. According to a new survey from Schwab Retirement Plan Services, saving enough for a comfortable retirement is the top source of financial stress for all age groups (including millennials). Learn more about the findings.
  23. Is your plan required to provide annual notices to participants? As the end of the plan year approaches, here’s a summary of notices that may be required, including timing, recipients, content, and method of delivery.
  24. Read our latest market update, offering news from last week and thoughts for the week ahead.
  25. How can plan sponsors help increase employees’ participation and ease the transition to retirement? A new survey reveals the value of retirement coaching.
  26. Many defined-contribution plan sponsors are shifting away from one-size-fits-all 401(k) plans to one-on-one retirement advice. What’s behind this new approach?
  27. According to a recent online survey from OneAmerica, retirement plan participants are in the dark when it comes to a variety of financial topics. Learn how holistic financial wellness education can help participants take control of their financial lives.
  28. Should we be worried about rock-bottom interest rates? As Commonwealth CIO Brad McMillan explains, low rates don’t necessarily mean the economy is in trouble.
  29. Traveling internationally this summer? Don’t forget to keep an eye on your digital security. Here are seven tips for staying safe while overseas.
  30. Is your college-age kid on the hunt for an apartment? From signing leases to spotting scams, here are some pointers parents should keep in mind.
  31. Read our latest market update, offering news from last week and thoughts for the week ahead.
  32. Financial concerns weigh more heavily on the minds of pre-retirees compared with retirees, according to a new study. Learn what’s top on the list of worries for these groups, plus the financial shocks that many retirees experience.