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5 Behavioral Finance Resolutions for a Better Financial Year
As the new year begins, millions of Americans will once again make New Year’s resolutions. For many, these resolutions focus on health or wealth, and when it comes to financial resolutions, the usual suspects tend to surface: spend less, save more, and pay down debt. These are worthwhile goals. But this year, consider adding another…
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ELEVATE Series – Healthcare Benefit Trends & Practices
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A Fiduciary’s Guide to GLP-1 Coverage Decisions
Why GLP-1 Coverage Matters GLP-1 weight loss medications, including Wegovy and Zepbound, are transforming the conversation around employee health benefits. These prescription drugs are popular with members who see them as essential for managing weight and improving health outcomes. Meanwhile, for health plans, they represent a significant financial challenge due to their rapid increase in…
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Your 2025 Year-End Planning Guide
The final weeks of the year tend to blur together in a whirlwind of pie orders, last-minute shopping, school concerts and cross-country flights. But amid the bustle, it’s worth pausing to take stock of your financial picture. A few thoughtful steps now can help you optimize your tax situation, strengthen your savings and position yourself…
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Conrad Siegel Named to Forbes List of Top RIA Firms in America in 2025
Conrad Siegel, based in Harrisburg, PA with offices in Lancaster, PA and Naples, FL has been named to the fourth annual “Top RIA Firms in America” list by Forbes. According to Forbes, “The list highlights firms that have strong track records when it comes to stewarding client wealth and preserving it for the long term.”…
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ELEVATE Series – Understanding and Evaluating 401k Plan Costs
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Conrad Siegel Named to CNBC’s 2025 Financial Advisor 100 List
Conrad Siegel has been named to the CNBC FA 100, which ranks top-rated financial advisory firms across the country. After coming in at #49 in 2024, Conrad Siegel ranked #32 in the 2025 edition.
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ELEVATE Series – Understanding and Navigating Rising Healthcare Costs
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Educating the Next Generation About Family Wealth Management
Over the next few decades, an enormous amount of wealth is expected to pass from older to younger generations. This has been dubbed the “Great Wealth Transfer,” and one estimate suggests that $124 trillion will change hands by 2048. It’s an eye-popping figure, to be sure, but it also highlights the reality that many families…
