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Retirement Confidence Increases for Workers and Retirees

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.

Can you recognize E.S.G. in your business?

E.S.G. is a major trending investment theme. Can you recognize it in business? Here are some Environmental Social Governance examples as implemented by Simple Impact....

Simple Impact LLC, Details 401K Alternative to CalSavers Plan

Simple Impact LLC is partnering with CoPilot provided by PAi Retirement Services to offer a low-cost 401k alternative plan to CalSavers, an upcoming state retirement program. When using Calsavers, any California employer with at least five employees, that doesn’t already offer a workplace retirement savings vehicle, will be required to either begin offering one via the private market or provide their employees’ access to CalSavers. “This is great for the employee, but the employer may have more burden than they are prepared for,” explains Shãn Sutherland, a wealth advisor at Simple Impact.

Did you know Cash Value Life Insurance could help your kids or grandkids with Education Savings?

There are options beyond traditional loans and 529 plans to help fund education. Cash value life insurance may be one of them. You heard that right, life insurance can come with living benefits. It is important to work with a trusted advisor to make sure you are aware of what options might be right for you.

The Tax Benefits of Your Retirement Savings Plan

Taxes can take a big bite out of your total investment returns, so it's encouraging to know that your employer-sponsored retirement savings plan may offer a variety of tax benefits. 

Teamwork Creates a 2019 Five Star Wealth Manager Sutherland

Clients look to her for guidance and philosophy.  

Feeling blessed to have great people in my life

Calabasas, California, (August 1, 2018)—For the fifth time running, J.D. Power ranks Commonwealth Financial Network® highest in the independent advisor segment of its 2018 U.S. Financial Advisor Satisfaction StudySM.


Asset allocation and Realestate investments video

5 Questions to ask if you're considering adding realestate investments to your portfolio. ( 2.51 minutes )

Investing in Women - Forbes Magazine Reprint featuring Sutherland

Using an Equity Collar to Manage Concentrated Stock Risk

Using an Equity Collar to Manage Concentrated Risk

Tame that buckin' bronco volatile stock your employer gave you!