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.
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A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequences to their future financial security.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Retirement Is a Beginning
Key questions to answer when you are considering retirement.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.