Francis LLC

PLAN SPONSORS...Have you ever found yourself wondering if your organization is covering all of its bases when it comes to the compliance of your retirement plan? Join us for a free webinar on the Fundamentals Of A Plan Operational Review to learn more about this important consulting exercise and how it can help protect your organization and employees. WHEN: Thursday, February 20th, 2025 at 12pm CST SPEAKERS: Kevin Skow, VP of Retirement Plan Consulting, and Brian L Anderson, Partner at DeWitt LLP Get registered here: https://lnkd.in/g2QSdjUi #webinar #retirementplan #consulting #advice Joseph Topp Dave Mandel Kasey Miller

Our CIO dropping some great information on inflation, consumer confidence, and international travel 🛫... 👀 Might you be planning an international trip this year? Read more below! #investments #consumerconfidence #traveling #bucketlist

With the popularity of platforms like TikTok and Instagram, it's easy to find financial advice online. If your feed has been full of videos from #FinTok, you're not alone. Though there is great information out there, make sure you're prepared to evaluate what you hear before making any big financial decisions. Click through to read our team's top tips for navigating the rise of "finfluencers" ⬇️ #financialwellness #financialiteracy #worklifemoneybalance #fininfluencers #tiktok #instagram Source: https://lnkd.in/gXaPrt2q

This holiday season, the Milwaukee office has had a traveling visitor, a friendly gnome named Homey the Gnomey. Swipe to see his office adventures! #happyholidays #worklifemoneybalance #homeythegnomey Edward McIlveen, CFA

As the year draws to a close, it’s the perfect time to take stock of your financial health. Creating a year-end financial statement is a great way to understand where your money went this year, set goals for the coming year, and envision where you want to be in the years ahead. Here’s how you do it: 1) INVENTORY YOUR FINANCIAL ASSETS: Review the year-end balance of the following accounts... --- Bank statements (include checking, savings, and any other accounts) --- Investment accounts (gather records of 401(k)s, IRAs, brokerage accounts, or other holdings), --- Loan statements (include mortgages, car loans, student loans, or personal loans), --- Pay stubs or income records (account for all sources of income, including side gigs). 2) LIST LIABILITIES: Account for what you owe... --- Debt balances (list all credit card balances and interest rates), --- Loans (record amounts owed on mortgages, car loans, or student loans), --- Outstanding bills (include medical bills or any unpaid taxes). 3) SUBTRACT YOUR LIABILITIES FROM YOUR ASSETS TO DETERMINE YOUR NET WORTH. Once you’ve calculated net worth, review trends and analyze where things are going. Is your net worth increasing ⬆️ or decreasing ⬇️ ? Continue to calculate your net worth each year to see how the decisions you make each day are gradually helping you to build wealth over the long term. #FinancialWellness #financialwellbeing #budgeting #moneymanagement

Exciting news! Two of our employees have been recognized in Defined Contribution Institutional Investment Association (DCIIA)'s 2024 Diversity, Equity & Inclusion Awards. Elizabeth Aidoo was named in the Leader category, and Kasey Miller was named in the Rising Star category. 🎉 Congratulations on this well-deserved national recognition! These Awards recognize individuals who are working at their respective organizations to advocate for diversity, equity, and inclusiveness. Thank you, DCIIA, for recognizing the great work of these two! Check out the full list of award winners here: https://lnkd.in/gBSrHxtg #awards #financialwellness #DEI #retirementplanning #worklifemoneybalance

Francis will exhibit this week at the Wellness Council of Wisconsin (WCWI)'s annual Employee Wellbeing Conference! Swing by our booth to say hi 👋 and chat with Kasey Miller and Joseph Topp. We hope you'll join us on Wednesday afternoon for Collective Conversations where Joe and other industry leaders will discuss the various financial wellness tools we've seen work well for clients and their employees. We're excited to learn together this week! See you in Madison. #financialwellness #employeewellbeing #worklifemoneybalance

The team at Francis is incredibly grateful for you! We will be celebrating this holiday season with a long weekend, and the Francis offices will be closed Thursday 11/28 - Friday 11/29 to give employees space to spend time with loved ones. We will be back to normal operating hours on Monday 12/2. See you next month! #grateful #holidayweekend #vacation

Why Bonds Should Be a Key Part of Your Retirement Strategy💡 As you approach retirement, it's crucial to consider the stability that bonds can bring to your portfolio. Bonds can offer a safer haven compared to stocks, especially in volatile markets. What's key is understanding the benefits and risks of bonds, and how they compare to stocks, which is essential for a balanced retirement strategy. Curious about how to integrate bonds into your retirement plan? Discover why now might be the best time to invest in bonds and how to get started. 👉 Read the full article by Michael J. Francis here: https://lnkd.in/g7gbrYic #investments #bonds #stocks #retirementplanning #retirement

Kelli Send and Elizabeth Aidoo had a blast representing the Francis team at the PLANADVISER's 360 conference last week. ⏩ Kelli spoke on Day 1 on Participant Behaviors and Engagement. Read more about the session here: https://lnkd.in/gKhngm6Y ⏩ Liz spoke on Day 3 on Building Team Cultures and increasing inclusivity in the advisory industry. Read more about the session here: https://lnkd.in/gYKeHDzw Between speaking, valuable connections with peers, and the Arizona sunshine ☀️, it was a great week! Thanks for PLANADVISER for facilitating such a great conference. #speaking #financialwellness #inclusion #participant #employeewellbeing #culture