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
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Social Security: What’s Changing in 2016?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
This worksheet can help you estimate the costs of a four-year college program.
Calculating your potential Social Security benefit is a three-step process.
Knowing the rules may help you decide when to start benefits.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
It's important to understand how inflation is reported and how it can affect investments.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This questionnaire will help determine your tolerance for investment risk.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Investors seeking world investments can choose between global and international funds. What's the difference?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
What are your options for investing in emerging markets?
Taking your Social Security benefits at the right time may help maximize your benefit.