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
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Saving for College 101
Here’s a crash course on saving for college.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
The tax rules that govern donating art are complex and confusing. Take a closer look.
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.
Knowing the rules may help you decide when to start benefits.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate your monthly and annual income from various IRA types.
Use this calculator to compare the future value of investments with different tax consequences.
Enter various payment options and determine how long it may take to pay off a credit card.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Explaining the SECURE Act and how the changes affect your retirement strategy.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Imagine your ideal post-pandemic retirement with this animated video.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Pundits say a lot of things about the markets. Let's see if you can keep up.