June 4, 2019

Should You Include ESG Funds in Your Retirement Plan? Maybe, Maybe Not.

ESG, or environmental, social and governance funds, can be appealing to many investors, including millennials. These funds may be viewed as a proactive way to encourage reluctant and under-prepared millennials to save for retirement. read more

May 13, 2019

Do You Know What Will Happen To All Your Belongings When You Pass Away?

Having a will is great and certainly recommended but it is only the tip of the iceberg in ensuring your last wishes on this earth are carried out. read more

April 29, 2019

Lift Retirement: News & Information For Employers

Is it time to consider a new design plan? read more

March 6, 2019

Financial Planning Ideas that Investors should Consider for Turbulent Political Times

Over the past few years, we Americans, have seen our share of political ups and downs. read more

January 18, 2019

Employers Are Asking: Does My 401(k) Plan Work?

As 2019 begins, many businesses naturally look back and evaluate their year, asking questions such as, “Are our employees happy? Are we keeping our best team members? Do they feel valued?” read more

October 29, 2018

Planning for Retirement in Your 50s and 60s

Retirement planning can be an anxiety-inducing process for many, but it doesn’t have to be that way. read more