Sink or Swim: Support for Adult Children
Explore parents' philosophies on gifting money to adult children, from lifestyle support to major life events and family experiences.
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Carmen Egolf
- May 23
- 3 min
Secure Tomorrow Today: Why Delaying Life Insurance is Risky
Timing is critical with life insurance. Factors like age and major life events can affect your insurability.
Peter Newman, CFA®
- May 2
- 3 min
Essential Document Checklist
Proper management of financial and legal documents can prevent unnecessary headaches and ensure that you're always prepared for the future.
Peter Newman, CFA®
- Mar 7
- 5 min
Should an ESOP Be Your Only Retirement Account?
Consider what portion of your retirement income will come from the ESOP and whether your sources of income are sufficiently diversified.
Bret Keisling
- Feb 8
- 3 min
Company-Provided Financial Wellness for Employee Owners
Discover how ESOP companies can boost job satisfaction, security, and retention with personalized financial wellness training.
Bret Keisling
- Feb 1
- 2 min
A Deep Dive into ESOP Diversification and Distributions
Uncover the art of ESOP diversification and distribution strategies, vital for a secure retirement.
Bret Keisling
- Jan 25
- 2 min
Successful Retirement Planning
Discover key retirement insights with Peter Newman in Part 1 of 3 on The EsOp Podcast.
Peter Newman, CFA®
- Jan 17
- 3 min
2024 Tax Planning Guide: Navigate New IRS Brackets and Deductions
Stay ahead in 2024 with our Tax Planning Guide! Discover IRS changes in brackets, deductions, and more for a tax-efficient year.
Peter Newman, CFA®
- Nov 9, 2023
- 4 min
Five Things Employee-Owners Need to Know About Their ESOP
Dive into five essential questions employee-owners should learn about their retirement benefits.
Peter Newman, CFA®
- Oct 12, 2023
- 6 min
How Does an Employee Stock Ownership Plan (ESOP) Work?
Diversification is the process of selling shares in your ESOP account and reinvesting the proceeds in another investment account.
Peter Newman, CFA®
- Sep 28, 2023
- 4 min
Five Advantages to Working at an Employee-Owned Company
Higher job satisfaction and security are just two reasons why getting hired at an employee-owned company could be a good career move.
Peter Newman, CFA®
- Aug 24, 2023
- 4 min
Federal Reserve Explained
The Federal Reserve provides the nation with a safer, more flexible, and more stable monetary and financial system.
Peter Newman, CFA®
- May 25, 2023
- 3 min
Secure Your Future with Extended Care Insurance
Extended-care coverage is an important consideration for individuals who want to cover the costs associated with long-term care services.
Peter Newman, CFA®
- May 18, 2023
- 4 min
Refine Your Insurance Strategy as an Empty Nester
Navigating insurances is essential to safeguard your financial well-being, ensuring access to healthcare, and fulfilling your legacy goals.
Peter Newman, CFA®
- Apr 20, 2023
- 4 min
Insurance Review: New Child, New Driver, or New Home
Raising children can increase your insurance needs and heightens the urgency for being prepared.
Peter Newman, CFA®
- Apr 13, 2023
- 6 min
Disability Insurance For Income Protection
Disability insurance replaces your income if you are unable to work or can’t perform your job duties with a corresponding income reduction.
Peter Newman, CFA®
- Apr 6, 2023
- 3 min
Using Insurance to Transfer Risk
The uncertainties of life are wide ranging, and many of them can threaten the financial security of you and your family.
Peter Newman, CFA®
- Mar 29, 2023
- 4 min
Protecting Your Cash and Investments in a Banking Crisis
Understand FDIC insurance and Treasury-only money market or bond fund options to help safeguard investments when a banking crisis threatens.
Peter Newman, CFA®
- Mar 16, 2023
- 4 min
Tax-savvy Retirement Planning
Preparing for taxes well in advance can have a significant impact on how long your assets last in retirement.
Peter Newman, CFA®
- Mar 9, 2023
- 3 min
Tax Credit or Deduction: Make the Tax Code Work for You
When you take the time to learn more about specific tax concepts, you may be able to put the tax code to work for you.
Peter Newman, CFA®
- Mar 2, 2023
- 3 min
2024 Tax Tips - 5 Overlooked Tax Deductions
Americans regularly overpay on their taxes because they fail to take tax deductions for which they are eligible.
Peter Newman, CFA®
- Feb 23, 2023
- 3 min
Find Forgotten Retirement Accounts
Discover if you’ve left money at a former employer’s retirement plan. The time spent could be well worth the effort.
Peter Newman, CFA®
- Feb 16, 2023
- 3 min
Choices For 401k at Former Employer
Remember, don’t feel rushed into making a decision. You have time to consider your choices and may want to seek professional guidance.
Peter Newman, CFA®
- Feb 9, 2023
- 4 min
SECURE 2.0 Reforms May Impact Your Retirement Plans
Each of your retirement assets play a specific role in your overall strategy, so it’s important to look at how your accounts work together.
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