CalSavers Program Information
On September 29, 2016, Governor Jerry Brown signed into law Senate Bill 1234, also known as CalSavers. CalSavers mandates that all California employers must offer either a retirement plan for their employees or join the CalSavers program as an alternative. The program defines employees as anyone over the age of 18 who are paid by Read the full article…
Facts About Medicare Open Enrollment
How much do you know about the different coverage options? Presented by Philip Clark, CFP®, November 2020 Medicare’s open enrollment period runs through December 7. If you are enrolling in Medicare for the first time, you will discover that it is much more complex than an employer-sponsored group health plan.1 When you are enrolled in Medicare, Read the full article…
How Women Can Prepare For Retirement
A practical financial checklist for the future. Presented by Philip Clark, CFP®, September 2020 When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration estimates that today’s average 65-year-old woman will live to age 86½. Given these projections, it Read the full article…
