Gender Lens Investing
Posted by Shannon Feldheim on Tue, 11/19/2019 - 17:13
“It is my humble opinion that gender equanimity in our financial structure is a cornerstone to continued trickle down economic growth” says Sutherland, “I vigilantly watch to identify strategies that share this investment premise.”
CalSavers Education, If You are a California Employer You'll Need to Know This!
Posted by Shannon Feldheim on Thu, 11/07/2019 - 13:07
By now you may have heard the news that California business owners with five or more employees will be required by a new mandate to set up a retirement plan or enroll employees into CalSavers. So, what's driving the law?......
Salary and Career Advancement
Posted by Shannon Feldheim on Wed, 10/23/2019 - 14:12
Having a well-paying job is a major concern for most people, but it's no secret that there's often a gender gap when it comes to pay.
Posted by Shannon Feldheim on Wed, 10/23/2019 - 13:52
Balancing the demands of career and family is one of the major issues people face during their working years. Women are often most affected, in part because fewer women than men have stay-at-home spouses or partners.
Designing a Benefit Package for Your Small Business
Posted by Shannon Feldheim on Mon, 09/23/2019 - 12:24
If you're a small business owner, you face many challenges in growing your company. One of them is recruiting and retaining the best talent for your needs. When your primary goals are managing costs and increasing revenue, how do you sufficiently entice new recruits and reward current staff members for continually putting their best efforts forward? One way is ensuring that you provide a competitive, cost-effective benefit package comprised of both traditional and not-so-traditional benefits.
Q and A Interview with Acclaimed Financial Adviser Shan Sutherland
Posted by Shannon Feldheim on Fri, 08/23/2019 - 14:19
Learn more about our founder and how this industry chose her.
Tax Filing Data Shows Need to Review Withholding
Posted by Shannon Feldheim on Thu, 08/08/2019 - 12:55
The IRS continues to encourage taxpayers to review the amount of tax they have withheld to avoid an unexpected tax surprise when they file their 2019 tax returns next year. Preliminary 2018 tax filing data seems to show the need for taxpayers to review their withholding in order to make sure the appropriate amount of tax is being withheld from their paychecks to reflect recent tax law changes.
When Should You Take Social Security?
Posted by Shannon Feldheim on Mon, 07/08/2019 - 14:51
Shãn Sutherland, Wealth Advisor at Simple Impact LLC, Explains When People Should Take Social Security
“According to the social security administration, 71% of Americans elect to receive their Social Security benefits early.” – Shãn Sutherland
The Roth 401(k)
Posted by Shannon Feldheim on Wed, 06/26/2019 - 17:42
Some employers offer 401(k) plan participants the opportunity to make Roth 401(k) contributions. If you're lucky enough to work for an employer that offers this option, Roth contributions could play an important role in helping enhance your retirement income.
Retirement Confidence Increases for Workers and Retirees
Posted by Shannon Feldheim on Mon, 06/10/2019 - 17:24
The 29th annual Retirement Confidence Survey (RCS), conducted by the Employee Benefit Research Institute (EBRI) in 2019, found that two-thirds of U.S. workers (67%) are confident in their ability to live comfortably throughout their retirement years (up from 64% in 2018). Worker confidence now matches levels reported in 2007 — before the 2008 financial crisis.