by test | Jun 27, 2024 | newsletter
Recent research conducted by Economist Impact highlights a significant discrepancy between white and Black workers’ retirement confidence. While half of white respondents feel confident about retiring by the federal retirement age, only 39% of Black survey takers...
by test | May 8, 2024 | newsletter
Health savings accounts (HSAs) have surged in popularity over the years. You may have encountered them, possibly as part of the benefits offered by your workplace. This memo attempts to answer frequently asked questions about HSAs. What is an HSA? An HSA is a type of...
by test | May 8, 2024 | newsletter
According to a recent survey by retirement finance company IRALogix Inc., Millennials are changing the way people think about retirement. According to over 50% of Millennials surveyed, obtaining “financial independence” is a more significant indicator of...
by test | May 8, 2024 | newsletter
A recent Gallup survey found that engagement at work has cratered among U.S. employees. According to the research, only 33% of workers were engaged in 2023, representing nearly $2 trillion in lost productivity. The findings show lack of engagement among nearly every...
by test | May 8, 2024 | newsletter
You could say that the past year has been one for the record books. As of January 2024, total U.S. consumer debt reached a historic $17.33 trillion while credit card rates surged to unprecedented levels, topping more than 24%. An all-time-high number of American...
by test | Apr 2, 2024 | newsletter
Retirement represents a major turning point in one’s life. One factor that remains, regardless of this new chapter in your life, is the presence of taxes. If you’ve followed the advice of retirement plan advisors, you should already be saving in tax-advantaged...
