November 3, 2021

Ask Dana! Eight Important Year End Reminders for 2021

The clock is ticking! With the end of the year approaching, here are some important financial planning and tax reminders to consider before 2021 is in the rearview mirror. read more

October 13, 2021

Lift Retirement: News & Information for Employees

• You Can’t Talk About That at Work: Tackling Financial FAQs • The Tale of Two Economies: Promoting Workplace Benefits in a K-Shaped Economy • Who’s on Your Retirement Plan Committee? read more

August 30, 2021

Why You Might Need A Registered Life Planner: An Interview with Managing Partner, Dana Mascalo

Listen to the latest episode of Maggie Germano's Money Circle podcast; ‘Why You Might Need A Registered Life Planner’, featuring TrinityPoint Wealth investment advisor & member of the #Wealthramp network, Dana Mascalo: read more

July 14, 2021

Lift Retirement: News & Information for Employees

• The Importance of a retirement plan committee and annual reviews • ERISA updates: 5 big changes plan sponsors need to know • Think green: e-disclosures read more

July 1, 2021

Ask Dana! Experiencing an Abundance of Cash? Here Are Six Ideas

Lately, we have been hearing more and more positive financial updates from clients who find themselves with extra cash on hand. In some cases, their growing bank account is attributable to the lack of discretionary spending many of us experienced during the pandemic. read more

May 4, 2021

Ask Dana! A Column Where Personal Finance and Life Intersect

Hi Dana: I’m divorced. Would you help me understand what social security benefits are available for divorced spouses, and any important considerations to be aware of? read more

April 20, 2021

5 Reasons to Rethink Financial Wellness

Employees are worried about their finances. They worry about them in the evenings, on weekends, and during working hours. Plus, with the increased stress caused by the pandemic, it’s no secret your workforce could use some help. read more

March 11, 2021

Ask Dana! Through the AGES

From the day we are born to the day we pass on, there are many important milestones in our financial lives that are triggered as we age. Here are some of the more important ages to keep in mind. read more

January 21, 2021

Lift Retirement: News & Information for Employees

• The Importance of a retirement plan committee and annual reviews • ERISA updates: 5 big changes plan sponsors need to know • Think green: e-disclosures read more

January 12, 2021

Ask Dana! Save More: A Financial Resolution on Autopilot

Hi Dana: One of my financial resolutions is to save more, especially for retirement. How do I know where to save? read more

December 21, 2020

2021 Compliance Calendar Deadlines for 401(k) Plans

Download and share with your retirement plan committee read more

December 3, 2020

3 Cost Effective Ways to Expand 401(k) Participation

Offering a retirement plan shows your employees that you are committed to helping them save for their future. A matching formula is a great way to give a little bit more to your employees and increase contributions. read more

November 12, 2020

Ask Dana: 8 Essential Year-End Financial Planning Tips

Hi Dana: Is there anything I need to be paying attention to before the end of the year? (Other than holiday shopping, of course!) read more

November 4, 2020

Ask Dana: A Column Where Personal Finance & Life Intersect

“Dana, I’ve recently lost a spouse. On top of an overall feeling of mourning and loss, I find myself overwhelmed with the estate and financial matters and don’t know where to begin. Please help!” read more

October 13, 2020

Lift Retirement: News & Information for Employees

  5 Ways Total Rewards Can Help Recruit Top Talent 4 Qualified Plan Tax Advantages for Employers Pros and Cons of Taking Coronavirus-Related Distributions from Retirement Savings Newsletter – Q4 2020 Lift Retirement read more

September 23, 2020

Ask Dana! A Column Where Personal Finance & Life Intersect

Hi Dana! What is Financial Life Planning and how can it change my life? Financial Life Planning connects the dots between our financial realities and the lives we long to live. Life Planning focuses on the human side of financial planning. This is where we can tap into our inspirational fire. This is where the magic happens. read more

September 14, 2020

September is Life Insurance Awareness Month

The reason for having life, health, or disability insurance is the answer to one simple question: “Who do you want to protect?"" read more

September 3, 2020

Increasing retirement and tax deferred savings for small business owners and the self-employed

As the presidential election draws near, business owners are reviewing the potential tax code changes being proposed by former vice president and current Democratic nominee Joe Biden. His proposals would alter certain provisions of the 2017 Tax Cuts and Jobs Act, increasing income, payroll and business taxes, primarily for taxpayers with taxable income over $400,000. read more

July 2, 2020

Lift Retirement: News & Information for Employees

5 Ways Total Rewards Can Help Recruit Top Talent. 4 Qualified Plan Tax Advantages for Employers. Pros and Cons of Taking Coronavirus-Related Distributions from Retirement Savings. read more

May 26, 2020

Protect Yourself, Protect Your Data

With the COVID-19 pandemic impacting the globe, opportunistic cyber criminals are leveraging our fear and need for information to gain access to individuals’ computers and personal information through phishing and other spoofing schemes. read more

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