Wealth Services
Weekly Market Update
Stocks notched a solid gain last week as upbeat comments from the Fed helped stocks snap their four-week losing streak.
March 24, 2025
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AREAS OF EXPERTISE
Wealth Services
Warning Signs That May Trigger a Tax Audit
Certain tax return details can increase the likelihood of an IRS audit. Learn which income levels, deductions, and financial reporting mistakes may raise red flags and how to avoid unwanted scrutiny.
March 18, 2025
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Weekly Market Update
Investors endured another volatile, whipsaw week as ongoing trade talks and White House comments about the economy unsettled investors.
March 17, 2025
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Financial Strategies for Women
Financial Strategies for Women
March 13, 2025
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5 Steps to a Lower Workers’ Compensation Mod
Understanding how your Workers' Compensation Insurance premium is calculated can help you manage costs more effectively. One of the primary factors in determining your premium is your experience modification factor — the number that reflects your company’s claims history and directly determines what you pay.
March 13, 2025
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Retirement Plan Services
Supporting Gen X on the Path to Retirement
Many Gen Xers are balancing financial demands from both parents and children while trying to boost their retirement savings. With rising costs and market uncertainty, the right planning strategies can help make the most of their remaining earning years.
March 12, 2025
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Wealth Services
Weekly Market Update
Stocks continued their slide through a volatile week. U.S. trade policy drove much of the market’s movement, broadening investors' concerns about economic growth and inflation.
March 10, 2025
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How Women Can Prepare For Retirement
Retirement looks much different today than it did for past generations. With women living longer than ever, retirement could last 20, 30, or even 40 years. The Social Security Administration estimates that today’s average 67-year-old woman may live until age 88, while the Society of Actuaries suggests nearly half of women who reach 65 have a good chance of living past 90. Given these projections, planning for long-term financial security is essential.
March 6, 2025
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Getting the Most From Your Voluntary Benefit Offerings
Join Alera Group on Thursday, March 20, as we present the next in our Engage series of webinars, "Maximizing Impact: The Value of Voluntary Benefits for Today’s Workforce."
March 6, 2025
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