6801 Cahaba Valley Road, Suite 206 Birmingham, AL 35242
Content Library

Surging Credit Card Debt: Strategies for Plan Sponsors to Help Bolster Retirement Readiness
With U.S. credit card debt recently soaring to a record high of $1.08 trillion, retirement plan sponsors face a pivotal moment. This staggering amount, a…

Strategies for Maximizing Workplace Retirement Benefits
Considering that more than 40% of employers now match employee contributions to retirement plans, taking advantage of this opportunity is crucial for improving your financial…

7 Tips to Prepare You for Retirement
A secure and happy retirement requires careful planning and is a well-constructed process. Starting now will give you plenty of time to make the strategic…

The Gen X Savings Crisis: How Plan Sponsors Can Help
According to a December 2023 survey from Schroder’s, nearly half of non- retired Gen Xers, those born between 1965 and 1980, have not done any…

Tax Tips to Maximize Retirement Savings
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…

Avoiding Social Media Pitfalls in Retirement Planning
Americans are increasingly getting financial and retirement planning guidance from social media, risking exposure to misinformation, harmful advice and outright scams. Alarmingly, this includes almost…