Are you and your employees getting their money’s worth?

Quarterly 401k Update

Learn about how we communicate with your Employees, via our Quarterly 401(k) Update and our Monthly Financial Wellness Series A$AP Finance.

50/30/20 Rule

September 20, 2023 4:26 pm

In this month's A$AP, Chris & Kelly talk about using the 50/30/20 Rule to help with your budgeting. #budgeting #saving #savingmoney

PP&W Q3 2023 Markets & Economic Update

August 28, 2023 11:31 am

PP&W Q3 2023 Markets & Economic Update. Let us know if you have any questions. Contact our team at

Debt to Income Ratio

July 10, 2023 9:00 am

This month we're talking about debt to income ratio which measures the amount of debt you have to your overall income. Do you know your number? #debttoincomeratios #debt

Pre-tax vs Roth 401(k) Contributions?

June 9, 2023 11:29 am

In this month’s A$AP, Kelly Eldridge, CPFA offers some thoughts to help with a common question: Should I contribute to my 401(k) with pre-tax or Roth contributions?

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#401k #financialwellness #rothira #roth401k

Investing vs. Gambling – What are the Odds?

May 11, 2023 9:45 am

It has been said, "If investing feels like gambling, you are doing it wrong."

If you have avoided investing (or have anxiety around it) feeling like "it's just a gamble" let Kelly Eldridge dispel you of this concern in this A$AP Finance episode where she shares that with the proper context, and time horizon the odds are in your favor with investing!

#Investing #FinancialWellness #Odds #Gambling #FinancialPlanning

Protect Your Credit: FREEZE IT!

March 14, 2023 9:52 am

In this month’s A$AP, Chris shares a personal story from a friend of his who was a victim of identity theft and through that experience learned how to protect himself through freezing his credit. 

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