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
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
The true cost of raising a child may be far more than you expect.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you may need to save for retirement.
There are some smart strategies that may help you pursue your investment objectives
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.
A presentation about managing money: using it, saving it, and even getting credit.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Peer-to-peer payment apps are one of the newest ways to send money.
Taking your Social Security benefits at the right time may help maximize your benefit.
Learn about what risk tolerance really means in this helpful and insightful video.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.