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It’s Time to Get More Creative with Retirement Benefits Communications
Published on June 15, 2018
Employees tend not to fully appreciate or use their retirement benefits unless their employer communicates with them about the plan clearly and regularly. But workers may miss or ignore your messaging if it all looks and “sounds” the same. That’s why you might want to consider getting more creative. Consider these ideas:
Changing Market: Municipal Bonds After Tax Reform
Published on June 07, 2018
January is typically a strong month for the municipal bond market, but 2018 began with the worst January performance since 1981, driven by rising interest rates and uncertainty over changes in the Tax Cuts and Jobs Act (TCJA). (1) The muni market stabilized through April 2018, but uncertainty remains.(2) The tax law changed the playing field for these investments, which could affect supply and demand.
Key Estate Planning Documents You Need
Published on May 29, 2018
There are five estate planning documents you may need, regardless of your age, health, or wealth: