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
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Rightsizing for Retirement
What does your home really cost?
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
The true cost of raising a child may be far more than you expect.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
This article may help you maximize the benefits of your donation for your chosen charity.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Learn about the average American budget in this fun and interactive piece.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your capital gains tax.
Estimate how much of your Social Security benefit may be considered taxable.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Here’s a crash course on saving for college.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Learn how to harness the power of compound interest for your investments.
For women, retirement strategy is a long race. It’s helpful to know the route.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.