Planning Financial Freedom


• December 15, 2016

What is the Fed up to?

Points on the recent Fed rate increase.

• August 30, 2016

We Take Your PII Security Seriously!

We Take Your PII Security Seriously!

• May 20, 2016

CD Rates at All Time Lows

Answer this call to action!

• April 15, 2016

2015 Year in Review from Pat Hinchey and Temp Davis

We wanted to take a minute to review 2015 and let you reflect on some of the steps we took to advance our company’s 3 core…

• February 26, 2016

Recent Changes to Your Social Security

The Bipartisan Budget Act of 2015 signed into Law on November 2nd 2015 changes the rules and may affect the options you have to…

• February 19, 2016

401k Plan Sponsors White Paper

401k Thoughts for Plan Sponsors - Steps you can take to help avoid a costly disaster.