Financial planning tools on a desk Reaching your 40s and 50s often marks a critical phase in your financial journey. These years typically represent peak earning potential and a vital opportunity to strengthen your retirement planning, build emergency savings, and adjust your investment strategy. But how are Americans really doing in this age group? The latest data from the Federal Reserve and other sources reveal some eye-opening facts about savings and retirement balances for people aged 45...

Retirement planning booklet showing Social Security and Medicare information Preparing for retirement can feel overwhelming, especially for employees nearing the end of their careers. Key decisions about Social Security, Medicare enrollment, and maximizing retirement savings through catch-up contributions carry significant financial impact. This guide offers clear, vendor-neutral information HR teams can share with late-career staff to help them navigate these choices confidently....

Open Enrollment (OE) is an important period for employees, where choices about health coverage, tax savings, retirement plans, and paychecks come together. This time can feel overwhelming, but with the right information, employees can navigate OE with confidence. This blog post serves as a guide to simplify the process, providing straightforward, vendor-neutral insights into the essential money topics that matter most to employees today. A calculator and financial documents on a desk 1)...