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
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
This worksheet can help you estimate the costs of a four-year college program.
This checklist can give you a quick snapshot of how prepared you are.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
What’s the deal with your yearly free credit report?
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator shows how inflation over the years has impacted purchasing power.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator may help you estimate how long funds may last given regular withdrawals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Taking your Social Security benefits at the right time may help maximize your benefit.
Agent Jane Bond is on the case, cracking the code on bonds.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
What are your options for investing in emerging markets?
Here is a quick history of the Federal Reserve and an overview of what it does.