Human Interest’s Post

A great couple of sessions with Shean Fletcher, AAMS®, AIF® and Braden Wilson speaking to Honeywell employees about tax planning, buying a home, and how to save and plan for retirement! It is incredible to see companies putting in the effort for their employees' financial wellness! #kansascity #financialplanning #financialwellness #retirementplanning #retiringinkansascity #wealthkc #honeywell #employeebenefits

At The Moriah Group, we prioritize our employees' financial wellness by asking key questions and offering tailored suggestions for their future security. From budgeting tips to retirement planning, we equip our team with the tools they need to thrive now and in the future. Our goal is to empower every staff member to build a life they love today and enjoy in retirement. How do you support your team's financial journey?

Empower Your Retirement, Even if You're Not Working! 💼✨ Nonworking spouses, rejoice! You can open and contribute to an IRA, paving the way for financial security. If your partner is working and you file jointly, dive into the world of traditional or Roth IRAs. Secure your future together! 💑💰 https://lnkd.in/gyNTfJkr #RetirementSavings #FinancialEquality #IRASuccess

Hello everyone! I want to echo Jerry's sentiments and highlight his incredible achievements. Jerry isn’t just a great friend, cofounder, and colleague; he’s a literal rocket 🚀 scientist who has launched four rockets with zero splashes! 🌊🚫 It’s this relentless pursuit of precision and excellence that makes him a driving force at Advice Analytics, and in the #wealthadvisory space (pun intended). That's why Advice Analytics is set to make a massive impact in the #wealth and #retirement industry, leveraging data to provide impactful advice and engagement for 401(k) savings and beyond. Let’s keep pushing boundaries and making a difference! 💪💼 #401k #advisors #participantdata

𝐔𝐧𝐥𝐨𝐜𝐤𝐢𝐧𝐠 𝐄𝐦𝐩𝐥𝐨𝐲𝐞𝐫-𝐒𝐩𝐨𝐧𝐬𝐨𝐫𝐞𝐝 𝐑𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐏𝐥𝐚𝐧𝐬 The benefits of 401(k)s 𝐅𝐨𝐫 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬𝐞𝐬: Setting up a 401(k) plan can attract and retain top talent, showing your commitment to their financial future. 𝐅𝐨𝐫 𝐈𝐧𝐝𝐢𝐯𝐢𝐝𝐮𝐚𝐥𝐬: Understand your 401(k) - maximize your contributions, especially to meet any employer match, and choose diverse investments. 𝐐𝐮𝐢𝐜𝐤 𝐓𝐢𝐩𝐬: - 𝐂𝐨𝐧𝐭𝐫𝐢𝐛𝐮𝐭𝐞 𝐄𝐧𝐨𝐮𝐠𝐡: At least meet your employer's match to maximize benefits. - 𝐑𝐞𝐯𝐢𝐞𝐰 𝐑𝐞𝐠𝐮𝐥𝐚𝐫𝐥𝐲: Adjust your plan as your financial goals change. Interested in more details or personalized advice? 🔗Click to connect with us https://lnkd.in/eCCmJq24 https://lnkd.in/escy9eyQ

Happy 401(k) day! For millions of people 401(k)s fill that important need of financial stability in retirement. The best plan is the one that you make. Take 15 minutes to think about: ✅ Up your % each time you get a raise - pay your future self first! ✅ Login to the site every 3 months to keep your login active - put it on your calendar ✅Keep your beneficiary current ✅Make a plan for retirement - beyond the financials, think about where you want to work part-time, where to volunteer, hobbies, travel. ☀ Talk with an independent financial planner - there should be no charge for this and they can look at your entire portfolio - need a recommendation I have a great one that has helped my family look at our needs

Business Owners, here's a critical statistic: Approximately 65% of small businesses don't provide company-sponsored retirement plans. As you steer your company's growth, consider the immense impact of offering a retirement plan on employee recruitment and retention. Let's discuss how this strategic move can enhance the success of your business and improve the financial well-being of your employees. Call our team at 800-310-6811 to learn more about Benetech and how we can help. #businessowners #retirementplan

We're recognizing National 401(k) Day, celebrated annually the Friday following Labor Day as a reminder to #invest 💲 in yourself and your future through financial education. According to The Motley Fool, 67% of Americans have a retirement account but only 34% feel on track for retirement. Our #HR team hosted a virtual empower hour featuring Mike Bernier, Wealth Advisor with VisionPoint Advisory Group to educate our team members, bring awareness, and provide resources to empower our employees to invest in their financial wellness. 🌟 ➡️ Check out the tips below to learn more! #work4bgsf #national401kday #education #awareness #financialwellness #lifelonglearning

We're recognizing National 401(k) Day, celebrated annually the Friday following Labor Day as a reminder to #invest 💲 in yourself and your future through financial education. According to The Motley Fool, 67% of Americans have a retirement account but only 34% feel on track for retirement. Our #HR team hosted a virtual empower hour featuring Mike Bernier, Wealth Advisor with VisionPoint Advisory Group to educate our team members, bring awareness, and provide resources to empower our employees to invest in their financial wellness. 🌟 ➡️ Check out the tips below to learn more! #work4bgsf #national401kday #education #awareness #financialwellness #lifelonglearning