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Beyond Shrink It and Pink It: The Unique Needs of Women in Financial
PlanningMarketing execs have often tried to slant products toward women using an outdated strategy known as “Shrink It and Pink It”. This strategy involves taking a known product and making it smaller and coating it in pink or other pastel colors believed to be more appealing to a female market.
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I Bonds – A high return and safe investment hiding in plain sight
Looking for an investment that aims to keep pace with inflation? I bonds might be for you. They are sold exclusively by the U.S. government through the www.TreasuryDirect.gov website.
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Income & Estate Taxes | Do you want to pay the lowest amount you legally can?
Tax laws seem to be constantly changing and their impact on us can sometimes remain unclear. In this webinar, we take a current look at taxes and how they impact you, your retirement, and your estate.
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Conrad Siegel & The Actuarial Foundation Launch Free Local Math Tutoring Initiative
February 2022 – Conrad Siegel announced this month that it is partnering with The Actuarial Foundation in a joint initiative to bring the national Math Motivators Tutoring Program to Harrisburg- based schools. This new program will focus on providing math education and financial literacy programs to youth in the Central PA region. The two organizations…
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Automatic Retirement Plan Features
Within the past several decades, the amount of information available to everyone has exploded, not only overloading our senses, but introducing many new little decisions that have to be made on just about everything – often in areas we know very little about.
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What happens if you encounter negative investment returns early in retirement?
Clearly, there is a lot to think about when planning for retirement. While we have a degree of control over many of the choices involved, there’s one big wild card called sequence of return risk.
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Central PA 401(k), by Conrad Siegel Launches for Small Businesses
First Central Pa.-based Pooled Employer Plan Simplifies Retirement Plans for Small Businesses Harrisburg, PA – January 10, 2022 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, today announced the launch of Central PA 401(k), by Conrad Siegel, the first Central Pa.-based pooled employer plan (PEP). The SECURE Act, which became law on…
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