Information for Smart Investing

With more companies eliminating traditional pension plans and the government postponing full Social Security benefits for most ages, 401k and personal savings are becoming more important each year. Individual personal savings are not only responsible for a larger portion of retirement income, but also a larger percentage of personal savings is needed for those who are facing the increasing costs of college tuition. With these responsibilities comes many options and programs to assist individuals in accomplishing financial goals.

This site will strive to provide information on these options and programs to employees that will lead to smart, informed decisions. Whether you need further insight into your company 401k options, a Plan for Retirement Saving, Saving for College, Tax Law Changes and Strategies, or Estate Planning, the information provided here and at our workshops will provide a track that will help lead to successful investing.

To begin our process, move on to a Retirement Analysis.

To track your current investments, go to the Monthly Market Update.

Current 2003 tax law changes -