by Taylor Johnson | Mar 5, 2024 | Retirement
2024 contribution limits: Under age 50: The limit for contributions (combined employee and employer) is $69,000. The employee deferral portion is limited to $23,000. Age 50 and over: The limit for contributions (combined employee and employer) is...
by Taylor Johnson | Oct 17, 2022 | Retirement
(4-Minute Read) The average U.S employee is stressed about their finances, with 72% reporting that they’re anxious or concerned because of money worries at least sometimes during the week, according to a recent survey by BrightPlan.Impact on Employees *Source...
by Taylor Johnson | Sep 2, 2022 | Retirement
Did you know that the average American owes around $58,604, and 77% of Americans carry debt of some sort? While it may seem hopeless at times, we fully believe that God gives us the wisdom and ability to become debt free, if we choose to be. Here are 7 steps to help...
by Taylor Johnson | May 25, 2022 | Retirement
Setting up a retirement plan for your organization was no small task. Then to see a lack of participation in your plan could be discouraging. Unfortunately just because you have provided the plan, that doesn’t mean your employees will just automatically participate in...
by Taylor Johnson | May 10, 2021 | Retirement
Socially Responsible Investing (SRI) has grown in popularity over the past several years. The idea of picking your investments based on personal values and morals resonates with millions of everyday investors. But up until relatively recently, Christians,...
by Taylor Johnson | Mar 29, 2021 | Retirement
In 2016, the state of California passed legislation requiring private sector employers to provide a retirement savings program for their employees. CalSavers is the state-sponsored plan imposed on private sector employees who don’t have an alternative provided. Visit...
