Accredited Fiduciary Process
Compliant, prudent fiduciary processes with superior investment selection and monitoring to ensure the performance and cost objectives of your retirement plan are being met.
The CecilCo Participant Experience
Providing a "Concierge" approach focusing on Transaction Assistance, Retirement Readiness and Financial Wellness for participants in all generations and life stages.
Expert Plan Consulting and Administration
Offering ERISA Guidance and Third Party Administration that goes well beyond basic compliance. We provide a rare "Co-fiduciary" approach that ensures compliance as well as a smooth and easy plan experience.Learn More
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A few strategies that may help you prepare for the cost of higher education.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Calculating your potential Social Security benefit is a three-step process.
This worksheet can help you estimate the costs of a four-year college program.
It's important to understand how inflation is reported and how it can affect investments.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Assess how many days you'll work to pay your federal tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you should be saving for college.
This questionnaire will help determine your tolerance for investment risk.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine if you are eligible to contribute to a traditional or Roth IRA.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Here are five facts about Social Security that might surprise you.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
What does your home really cost?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Agent Jane Bond is on the case, cracking the code on bonds.