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Planning Next Steps for P&G EmployeesWhat is currently happening?We understand this is an important time in your life. Working with a trusted financial planner helps you avoid costly mistakes and develop a successful financial plan. Whether you are thinking about retirement or are newly-eligible employee looking at all of the options P&G offers in its comprehensive benefit program, including short-term achievement (STAR) awards, the company’s retirement plan, stock purchase program, medical and life insurance, and other rewards and incentives, it is very important to make the best decisions for your family.We’ve helped many P&G employees as they transition into their

Everyone's a Genius by Andy Meyer Vantage Partner & Senior Wealth Advisor (6 minute read) “US Gov’t spending last 12 months: $8.1 Trillion. Yeah, like 40% of GDP. Actual fiscal deficit last 12 months: $4.6 Trillion. Yeah, like 20% of GDP. Another 10% coming soon through reconciliation, too. And infrastructure? Most important but always last. No end in sight.” – Jeffrey Gundlach For months I have been telling clients and posting on my social media quotes like the one above or like this one. “Once the US government finalizes and implements the next $1.9 trillion stimulus package, they will

Steps to Accessing Your Fidelity and Thrivent Tax Forms Online Fidelity Tax Forms:  1. Go to Fidelity.com. 2. Enter username and password. 3. Once logged in, you will see this page. 4. Scroll down and click on tax forms. 5.  You will then be directed to the Tax Forms page and a screen will appear similar to this (pictured below). If the statements are not yet available, they will not show up. If they are available, you will be able to click on the item and download. THRIVENT Life, Annuity, and Mutual Fund Tax Forms:  1. Go to Thrivent.com.

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Planning Next Steps for Harley-Davidson Employees What is currently Happening? We understand this is an important time in your life. Working with a trusted financial planner helps you avoid costly mistakes and develop a successful financial plan. Whether you are thinking about retirement or were recently offered a severance package, it is very important to make the best decisions for your family. We’ve helped many HOG employees as they transition into retirement or their next chapter, and we can help you navigate this road. We can help HOG employees answer the following questions: Should I take a lump sum

Attention Aurora Workers: Before you act, talk with a trusted advisor about your options. What is currently Happening? Advocate Aurora is implementing a platform change terminating its existing 403(b) incentive savings plan and offering the AAH 401(k) plan. With these changes, you are probably wondering what happens to my current plan and what are my options? We have helped many Aurora employees navigate their options and come to a decision that makes the most sense for their situation. A few common questions and important dates to know: What happens to my current 403(b) plan? Since the current 403(b) plan