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Lessons on Money from Ben Franklin
July 4th marked the 250th anniversary of the signing of the Declaration of Independence, a milestone big enough that it’s earned the tongue-twisting name semiquincentennial. To mark this occasion, we thought it fitting to revisit the financial wisdom of one of the document’s own drafters and signers: Benjamin Franklin.
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3 Financial Planning Lessons from the 2026 World Cup
As I’ve been watching the 2026 World Cup, I can’t help but draw a few comparisons to the financial planning that we do and the way we approach investments in your portfolio.
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Michael Hoyle Named Partner at Conrad Siegel
Harrisburg, PA – July 6, 2026 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory consulting, has announced the appointment of Michael Hoyle, CFP®, CPWA®, RSSA®, as a partner at the firm. Hoyle works within the firm’s Wealth Management division – the organization’s fastest growing line of business. He joined Conrad Siegel in 2011 after completing two internships with the firm. He…
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Preparing for Medicare: What You Need to Know Before You Turn 65
Most people spend decades saving, investing and planning for retirement. But one of the biggest financial decisions of your retirement years has little to do with your portfolio. Rather, it has to do with a government program, an important birthday and a deadline you really don’t want to miss. That program is Medicare, and you…
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Defined Contribution Plan Survey & Industry Trends
As defined contribution plans continue to evolve amid regulatory developments, participant expectations, and market uncertainty, recent surveys from industry leaders highlight several key themes shaping today’s DC landscape.
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What to Know about Trump Accounts
By now, you may have heard about 530A accounts, officially known as Trump Accounts. These are new, tax-advantaged savings vehicles designed for minor children. They were signed into law in 2025 and are launching on July 4, 2026. While some details are still being finalized, enough is known to understand where these accounts might fit in your—and your child’s—financial plan. What Are They and Why Do They Matter? For many years, families have had limited options when…
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Correcting Roth Catch-Up Contribution Errors Under SECURE 2.0
*Originally published on: 5/27/2026 Overview of SECURE 2.0 Roth Catch-Up Requirement SECURE 2.0 introduced a new requirement for higher-compensated employees to make catch-up contributions on a Roth basis beginning on January 1, 2026. Employees are considered higher-compensated if their W-2 FICA wages exceeded $150,000 in the previous year. This threshold is indexed for inflation. By now, many…
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A Guide to Thoughtful Spending
It has never been more tempting to spend money. Every day, we’re pressured to buy something, whether through traditional ads or targeted online recommendations. The messages are constant and persuasive. Financial professionals like us spend a lot of time talking about how to save. But knowing how to spend well is equally important. And for…
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Conrad Siegel Named One of Nation’s Top DC Advisor Teams in 2026
April 17, 2026 – Conrad Siegel has been named to the prestigious National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams with assets under advisement of at least $100 million. Unlike other industry rankings, this list focuses on individual firms, or what may be referred to in a…
