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Three Quick Retirement Facts

Below are three retirement facts we thought you would find interesting: A recent survey revealed that just under half of workers feel they are very likely to meet their retirement goals, which is fewer than last year. On average, workers think they need $1.7 million saved for retirement.1 Companies are recognizing that their employees have…

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Boost Your Retirement Account Savings in 2023

The upcoming year brings an opportunity to increase your retirement savings – 2023 marks one of the largest jumps in retirement account contribution limits. In fact, those who have access to a 401(k) or a 403(b) plan will be able to increase their maximum contributions of pretax wages by almost 10%. Here are the 2023…

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A Strong Market in October

Listen to a quick, 3-minute summary featuring October’s market and economic news. Katharine E.W. Dudley, AIF®


What You Need to Know About MarylandSaves

The State of Maryland is mandating that employers offer access to a retirement plan in 2023. Here are the top 5 takeaways from Jemma Financial’s webcast on MarylandSaves, Maryland’s new state-sponsored workplace retirement savings program. Nearly one million private-sector employees in Maryland have no access to an employer-sponsored retirement savings plan. If your company meets…

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