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Differentiating the Major Fund Types

There comes a time in many conversations I have, where I can see the nervousness build. When I see that happen, I know exactly what is going on. There is

What are Bond Yields and Why Do They Matter?

Previously, I broke down some of the most common terms associated with bonds and what they mean.  But there was one term I left unexplained – and often, it’s the

Debt Ceiling Update

On May 1, the Secretary of the Treasury informed Congress that the U.S. could default on its debt by June 1 if legislators do not raise the nation’s debt ceiling.1

Volatility Do’s and Dont’s

Between rising interest rates and a recent spate of bank failures, there’s a lot of uncertainty in the economy right now. This, in turn, has brought volatility back to the

Frustrated Yet?

If you are paying any attention to the news or even just the conversations wafting through the office, you have heard the concerns regarding the world and domestic economy. Inflation

Easter: A Season for Growth

Happy Easter!   As you know, the Eastertime is a very special one for people of varying faiths, cultures, and traditions.  One thing that has always fascinated me, though, is

Questions You Were Afraid to Ask #2: Why is the price of the Dow so much higher than the S&P 500?

I recently started a new series of letters called “Questions You Were Afraid to Ask.”  Each month, we will look at a common question that many investors have but feel

Aligning Your Investments with Your Values

110 million employees in the United States have over 8.4 billion collective dollars invested in employer-sponsored retirement plans. In order to attract top millennial and Gen Z talent, many organizations

Changing Retirement Plans? 3 Mistakes to Avoid When Rolling Out a New Plan to Employees

A retirement program that helps employees meet their savings goals is an important part of a comprehensive benefits package. At some point, meeting the changing needs of your employees will

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Aligning Your Investments with Your Values

110 million employees in the United States have over 8.4 billion collective dollars invested in employer-sponsored retirement plans. In order to attract top millennial and Gen Z talent, many organizations

Changing Retirement Plans? 3 Mistakes to Avoid When Rolling Out a New Plan to Employees

A retirement program that helps employees meet their savings goals is an important part of a comprehensive benefits package. At some point, meeting the changing needs of your employees will

Start the New Year Right. Time to Evaluate your Employee Retirement Plan.

The beginning of each new year is the most popular time to make resolutions and usher in positive change in nearly every area of life–coincidentally, it’s also a perfect time

5 Ways to Boost Retirement Plan Participation with Employees

So, you’ve worked hard to design a great retirement program for the employees at your company. Now what? Aside from the initial program set up, one of the biggest challenges

ESG Investing: What you Need to Know about this Retirement Plan Investment Strategy

ESG investing is a hot subject in the corporate retirement plan investing world right now. Attracting the attention of individual investors, fund managers, and regulatory bodies, ESG has shaken up

A Primer on Retirement Plans for your Professional Practice

As the busy owner of a professional practice, whether that be veterinarian, dental, orthodontic, wellness, consulting, or ophthalmologist to name a few, you have a lot on your plate. From

Designing a Benefit Package for Your Small Business

When your primary goals are managing costs and increasing revenue, how do you sufficiently entice new recruits and reward current staff members for continually putting their best efforts forward?

Counter the Great Resignation with Competitive Benefits

The Great Resignation has arrived. If you’ve never heard this term before, it refers to the mass exodus of employees that’s been happening in the workforce since the beginning of

Strategies to Boost Employee Retirement Plan Participation

You’ve worked hard to design a great retirement program for the employees at your company. Now what? Aside from the initial program set up, one of the biggest challenges business

Retirement Advisor Council Plan Sponsors Series Conclusion

Plan sponsors who retain the services of a Professional Retirement Plan Advisor entirely dedicated to the business reap tremendous benefits from the partnership. Most salient is the enhanced participant retirement

Using A Specialist Advisor Benefits Plan Sponsors in Many Ways

  Enhanced participant retirement readiness is only one of many benefits plan sponsors gain from hiring a Professional Retirement Plan Advisor. Over 95% of plan sponsors who partner with an

Retirement Advisor Council: The Retirement Plan Sponsor

Retirement Plan Sponsor Series: Partner with a Professional Retirement Plan Advisor and Achieve Higher Participant Retirement Readiness Scores   A fundamental research study of 400 employers that sponsor a 401(k)

Strategies to Boost Employee Retirement Plan Participation

You’ve worked hard to design a great retirement program for the employees at your company. Now what? Aside from the initial program set up, one of the biggest challenges business

Professional Advisors Help Boost Contribution Levels

Retirement Plan Sponsor Series: Professional Advisors Help Boost Contribution Levels Retirement Outcomes plans sponsors enjoy are attributable in part to plan design changes to their Professional Advisor recommends. Design changes

Strategies to Boost Employee Retirement Plan Participation

You’ve worked hard to design a great retirement program for the employees at your company. Now what? Aside from the initial program set up, one of the biggest challenges business

The Three Primary Factors that Should Influence your Retirement Investment Strategy

In this version of The Segrust Group’s Cliff Notes video series, we explain that when it comes to long-term investment decisions for your retirement, three primary factors should influence your

College: Is it Worth the Price of Admission?

VIDEO: Click To Watch!

Giving Tuesday: How to Factor Charitable Giving Into Your Financial Plan

Financial security is a top concern for many Americans. When it comes to planning for retirement, the necessity of saving enough money is front-of-mind for virtually every investor. But there’s

Introduction to Estate Planning

What is estate planning? Simply stated, estate planning is a method for determining how to distribute your property during your life and at your death. It is the process

Differentiating the Major Fund Types

There comes a time in many conversations I have, where I can see the nervousness build. When I see that happen, I know exactly what is going on. There is

What are Bond Yields and Why Do They Matter?

Previously, I broke down some of the most common terms associated with bonds and what they mean.  But there was one term I left unexplained – and often, it’s the

Debt Ceiling Update

On May 1, the Secretary of the Treasury informed Congress that the U.S. could default on its debt by June 1 if legislators do not raise the nation’s debt ceiling.1

Volatility Do’s and Dont’s

Between rising interest rates and a recent spate of bank failures, there’s a lot of uncertainty in the economy right now. This, in turn, has brought volatility back to the

Frustrated Yet?

If you are paying any attention to the news or even just the conversations wafting through the office, you have heard the concerns regarding the world and domestic economy. Inflation

Giving Tuesday: How to Factor Charitable Giving Into Your Financial Plan

Financial security is a top concern for many Americans. When it comes to planning for retirement, the necessity of saving enough money is front-of-mind for virtually every investor. But there’s

Planning for Marriage: Financial Tips for Women

Planning for marriage should involve more than just picking out invitations and deciding whether you should serve chicken or fish at the reception. More importantly, you’ll want to take

Women and Money: Taking Control of Your Finances

Even if you have a partner who traditionally manages household finances, it’s important to be involved in the budgeting and investing decisions that have an effect on your overall financial

Merging Your Money When You Marry

Merging Your Money When You Marry Getting married is exciting, but it brings many challenges. One such challenge that you and your spouse will have to face is how to

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Giving Tuesday: How to Factor Charitable Giving Into Your Financial Plan

Financial security is a top concern for many Americans. When it comes to planning for retirement, the necessity of saving enough money is front-of-mind for virtually every investor. But there’s

Medicaid Liens and Estate Recoveries

What are Medicaid liens and estate recoveries? Federal law encourages states to seek reimbursement from Medicaid recipients for Medicaid payments made on their behalf. There are two types of cost-recovery

Myths and Facts about Social Security

Myth: Social Security will provide most of the income you need in. Fact: It’s likely that Social Security will provide a smaller portion of retirement income than you expect. There’s

How can I get an estimate of my Social Security benefits?

The easiest way to get an estimate of your future Social Security benefits is to use the benefit calculators available on the Social Security Administration’s website, www.ssa.gov. You can

Social Security Claiming Strategies for Married Couples

Deciding when to begin receiving Social Security benefits is a major financial issue for anyone approaching retirement because the age at which you apply for benefits will affect the amount

Social Security: What Should You Do at Age 62?

Is 62 your lucky number? If you’re eligible, that’s the earliest age you can start receiving Social Security retirement benefits. If you decide to start collecting benefits before your full

Reverse Mortgages

What are reverse mortgages? Older individuals who own their homes often find themselves “house rich and cash poor.” Developed to address this dilemma, a reverse mortgage provides funds–all at once

Understanding Social Security

Over 59 million people today receive some form of Social Security benefits, including approximately 38 million individuals age 65 or older. (Source: Fast Facts & Figures About Social Security, 2011)

Social Security’s Survivors Benefits

Social Security Survivor’s BenefitsWhen you think of Social Security, you probably think of retirement. However, Social Security can also provide much-needed income to your family members when you die, making

Easter: A Season for Growth

Happy Easter!   As you know, the Eastertime is a very special one for people of varying faiths, cultures, and traditions.  One thing that has always fascinated me, though, is

My Perfect Sunday

I have a lot of interests and a few passions. One of my favorite past times after the early morning service at church is watching the bears game with my

Springing Forward

Springing Forward Daylight Saving Time is 2:00 AM on March 9, 2014 Ready to spring forward to daylight saving time? There may still be snow on the ground where you

The Sandwich Generation: Juggling Family Responsibilities

  At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to

Differentiating the Major Fund Types

There comes a time in many conversations I have, where I can see the nervousness build. When I see that happen, I know exactly what is going on. There is

What are Bond Yields and Why Do They Matter?

Previously, I broke down some of the most common terms associated with bonds and what they mean.  But there was one term I left unexplained – and often, it’s the

Debt Ceiling Update

On May 1, the Secretary of the Treasury informed Congress that the U.S. could default on its debt by June 1 if legislators do not raise the nation’s debt ceiling.1

Volatility Do’s and Dont’s

Between rising interest rates and a recent spate of bank failures, there’s a lot of uncertainty in the economy right now. This, in turn, has brought volatility back to the

Frustrated Yet?

If you are paying any attention to the news or even just the conversations wafting through the office, you have heard the concerns regarding the world and domestic economy. Inflation

Questions You Were Afraid to Ask #2: Why is the price of the Dow so much higher than the S&P 500?

I recently started a new series of letters called “Questions You Were Afraid to Ask.”  Each month, we will look at a common question that many investors have but feel

Eleven Ways to Help Yourself Stay Sane in a Crazy Market

Words to ponder “Investors should remember that excitement and expenses are their enemies. And if they insist on trying to time their participation in equities, they should try to be

Planning for Marriage: Financial Tips for Women

Planning for marriage should involve more than just picking out invitations and deciding whether you should serve chicken or fish at the reception. More importantly, you’ll want to take

Merging Your Money When You Marry

Merging Your Money When You Marry Getting married is exciting, but it brings many challenges. One such challenge that you and your spouse will have to face is how to

Dealing with Divorce

  Divorce can be a lengthy process that may strain your finances and leave you feeling out of control. But with the right preparation, you can protect your interests, take

Frustrated Yet?

If you are paying any attention to the news or even just the conversations wafting through the office, you have heard the concerns regarding the world and domestic economy. Inflation

Giving Tuesday: How to Factor Charitable Giving Into Your Financial Plan

Financial security is a top concern for many Americans. When it comes to planning for retirement, the necessity of saving enough money is front-of-mind for virtually every investor. But there’s

The Three Primary Factors that Should Influence your Retirement Investment Strategy

In this version of The Segrust Group’s Cliff Notes video series, we explain that when it comes to long-term investment decisions for your retirement, three primary factors should influence your

Should You Pay Off Debt or Save for Retirement? [Video]

Copyright 2006-2016 Broadridge Investor Communication Solutions, Inc. All rights reserved.

Pay Down Debt or Save for Retirement?

The most important decision you can make is to take action and get started now. The sooner you decide on a plan, the sooner you can begin to make progress.

Retirement Income Investing: Beyond Annuities

  Retirement Income Investing: Beyond Annuities One of the challenges of investing during retirement is providing for annual income while balancing that need with other considerations, such as liquidity, how

Differentiating the Major Fund Types

There comes a time in many conversations I have, where I can see the nervousness build. When I see that happen, I know exactly what is going on. There is

Debt Ceiling Update

On May 1, the Secretary of the Treasury informed Congress that the U.S. could default on its debt by June 1 if legislators do not raise the nation’s debt ceiling.1

Volatility Do’s and Dont’s

Between rising interest rates and a recent spate of bank failures, there’s a lot of uncertainty in the economy right now. This, in turn, has brought volatility back to the

Frustrated Yet?

If you are paying any attention to the news or even just the conversations wafting through the office, you have heard the concerns regarding the world and domestic economy. Inflation

Closing a Retirement Income Gap

When you determine how much income you’ll need in retirement, you may base your projection on the type of lifestyle you plan to have and when you want to retire.

Wealth Due to Inheritance

What is it? Introduction If you’re the beneficiary of a large inheritance, you may find yourself suddenly wealthy. Even if you expected the inheritance, you may be surprised by the

Members of the Military: Personal Financial Planning

Service branches offer campaigns and educational programs to service members and their families. The Air Force, Navy, and Army each require that respective members receive financial education, training, and counseling.

Healthcare in Retirement

What health care benefits are available in retirement? Health care in retirement is available from many sources. Government programs (such as Medicaid and Medicare) offer numerous health care benefits. However,

IRS List of Tax Scams to Watch Out For [Video]

Copyright 2006-2016 Broadridge Investor Communication Solutions, Inc. All rights reserved.

Year-End Charitable Giving

As the holiday season approaches, with the end of one year and the start of another, we pause to give thanks for our blessings and the people in our lives.

Planning for Marriage: Financial Tips for Women

Planning for marriage should involve more than just picking out invitations and deciding whether you should serve chicken or fish at the reception. More importantly, you’ll want to take

Women and Money: Taking Control of Your Finances

Even if you have a partner who traditionally manages household finances, it’s important to be involved in the budgeting and investing decisions that have an effect on your overall financial

A Retirement Income Roadmap for Women

More women are working and taking charge of their own retirement planning than ever before. What does retirement mean to you? Do you dream of traveling? Pursuing a hobby?

Planning for Marriage: Financial Tips for Women

  Planning for marriage should involve more than just picking out invitations and deciding whether you should serve chicken or fish at the reception. More importantly, you’ll want to take

The Traits of a Good Investor and How Women Can Make the Most of Them

Women are increasingly taking responsibility for managing their own money. That includes those who in the past may have left investing to a spouse because they were busy raising a

The Retirement Income Gender Gap – Dealing with a Shortfall

When you determine your retirement income needs, you make your projections based on the type of lifestyle you plan to have and the desired timing of your retirement. However, you

A Woman’s Guide to Health Care in Retirement

At any age, health care is a priority. But when you retire, you should probably focus more on health care than ever before. This is especially true for women.

How Women Are Different from Men, Financially Speaking

Women today have never been in a better position to achieve financial security for themselves and their families. What financial course will you chart? It is important for women to

Why Women Need Life Insurance

While there are many reasons why women need life insurance, often women have little or no life insurance protection. One of the reasons for their lack of coverage may be

Volatility Do’s and Dont’s

Between rising interest rates and a recent spate of bank failures, there’s a lot of uncertainty in the economy right now. This, in turn, has brought volatility back to the

The Traits of a Good Investor and How Women Can Make the Most of Them

Women are increasingly taking responsibility for managing their own money. That includes those who in the past may have left investing to a spouse because they were busy raising a