by Kristie Hartmann | Mar 19, 2022 | Blogs
All supplemental executive retirement plan arrangements should be established by a contractual arrangement between the organization and participating executive. These agreements define the terms of the plan, the rights and responsibilities of the parties, and the key...
by Kristie Hartmann | Oct 14, 2021 | Blogs
Retirement is a big deal. Finally, you can stop living at work and start working at living. Though our working lives can seem long, retirement still sneaks up on a lot of us; often leading to stress when contemplating how much you need to retire and where those funds...
by Kristie Hartmann | Oct 14, 2021 | Blogs
When planning for retirement, it is always important to consider the unexpected. Any number of retirement risks, including the earlier than expected death of a spouse, a lengthy illness, stock market volatility, and the prospect of outliving your assets, can put...
by Kristie Hartmann | Oct 5, 2021 | Blogs
Introduction Long-term care is required for people who experience significant declines in capacity and can no longer perform the “Activities of Daily Living,” including dressing, bathing, eating, caring for incontinence, mobility, and using the toilet. Long-term care...
