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Will your employees have enough to retire?
A common retirement income replacement benchmark is 80%. In other words, a typical retiree at age 65 will need 80% of his or her pre-retirement income in order to maintain a similar lifestyle in retirement. Having their employees reach an adequate income replacement ratio is important to our clients for a variety of reasons. Many…
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Conrad Siegel Partner & Consulting Actuary Trevor Bare Honored On Central Penn Business Journal’s Forty Under 40 List
Trevor Bare, Partner & Consulting Actuary at Conrad Siegel has been named to the Central Penn Business Journal’s 2021 Forty Under 40 List. The Central Penn Business Journal annually highlights the top forty local business leaders under 40 for their commitment to professional excellence, business growth and community service. At Conrad Siegel, Bare is a…
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Are you setting up your employees for a successful retirement?
Your employees need to be able to retire—both for their own good and for the good of the company. As an employer, you want to help your employees reach their goals and build a secure, comfortable future for themselves. And in a time when economic and financial anxiety feel more present than ever before, they…
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Joshua Mayhue Appointed Partner at Conrad Siegel
Harrisburg, PA – August 2021 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, recently announced that Joshua Mayhue, FSA, EA, MAAA has been appointed a partner at the firm. Mayhue, a consulting actuary, specializes in Other Postemployment Benefits (OPEB) and defined benefit plan consulting. He has worked at Conrad Siegel since 2005…
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Retirement Readiness in an Economic Crisis
Are you setting up your employees for a successful retirement? Your employees need to be able to retire—both for their own good and for the good of the company. As an employer, you want to help your employees reach their goals and build a secure, comfortable future for themselves. And in a time when economic…
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Catherine Azeles named the winner of Central PA Leukemia and Lymphoma Society’s (LLS) 2021 Woman of the Year
Catherine Azeles, CFP®, RICP®, an Investment Consultant at Conrad Siegel has been named the winner of Central PA Leukemia and Lymphoma Society’s (LLS) 2021 Woman of the Year. During a 10 week campaign this spring, Catherine raised over $77,000 to help fund therapies that save the lives of blood cancer patients every day and research…
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Is now a good time to invest?
This is a question we often hear people ask – is now a good time to invest? Sometimes it is asked after the market has had a good run and is sitting at an all-time high. Other times it comes up when the market has been through a significant downturn.
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Retirement on the horizon? 7 things to consider
Many investors are focused on the “when”, “where”, and “how much” questions when it comes to retirement. Much of financial planning is focused on these questions too. In this column, we focus on other important items to consider in the years before retirement. These strategies may make a positive difference as you embark on financial…
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Life Transitions Checklist: What happens financially after I pass away?
Nobody likes to think about death, but yet we all have to face it sooner or later. The grief that dominates us when a loved one passes away can be immensely overwhelming. Then to make matters worse, the survivors need to figure out how to best move forward and settle the estate and financial affairs.…
