
Defining Workplace Goals is a Vital First Step to an Effective Retirement Plan
By Monica Jennings on Apr 21, 2023
A healthy, happy life takes balance. So does a healthy, happy relationship with your money.
You want to make good financial decisions – good for you. This takes understanding the facts as well as the feelings they elicit:
Jennings Financial Planning, Inc. is your wealth advocate. We carefully pace the financial guidance we offer to work toward releasing you from your doubts and moving you into a position of relaxed confidence. You are welcomed into a boutique level of client care, supported by our professional wealth management expertise, employer retirement plan solutions and specialized alliances.
Does this sound like you: You have questions and concerns about your financial decision-making. You have a disquieting sense that there’s room for improvement – and that you could use some help with that.
Learn moreYour retirement plan is one of the most important benefits you offer your employees. In fact, it may be the only way many are saving for the future. Jennings Financial Planning, Inc. is here to help you make your plan the best it can be.
Learn moreBy Monica Jennings on Apr 21, 2023
Employer Retirement Plans, Retirement“Is that all?”
I know I’ve had the experience of looking at the return of my portfolio and asking myself this question after being aware for a few months that strong returns were being reported in widely-watched market indexes.
What would you guess is the #1 retirement planning concern of Americans?