Author name: Jon Milliken

Navigating Recent Market Volatility: The Role of Diversification and Resilience

Investor sentiment has shifted sharply over the first quarter of 2025, driving the U.S. stock markets, as measured by the S&P 500 Index, lower by approximately 10%. The potential catalysts include artificial intelligence disruptions, markets navigating the Trump administration’s policies, particularly tariff policies, and revised GDP estimates. Their common thread is rising uncertainty. After entering

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kids at a private school

Smart Ways to Fund a Private School Education in Louisiana Without Overpaying on Taxes

Private education has always been a popular option in the New Orleans area – and attendance rates have only increased in the last few years. In fact, 26.1% of students in New Orleans were enrolled in private schools for the 2022-23 school year, up from 25.4% in 2019. I know my wife and I have had

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man holding a paper family under an umbrella

How Much Life Insurance Do I Need? When to Increase and Decrease Your Policy

Life insurance tends to be one of those “set it and forget it” financial tools that most people don’t think about. And while you’ve probably heard some pretty scary statistics about people who are underinsured or uninsured (about 102 million Americans – yikes), there are also quite a few people out there who might have

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Preparing for Compliance: What Employers Need to Do Now About Mandatory Auto Enrollment

With the mandatory auto enrollment rules set to take effect in 2025, employers need to take proactive steps to ensure compliance and minimize potential disruptions. Understanding the necessary adjustments, staying informed on regulatory changes, and planning ahead will help businesses navigate these new requirements smoothly. Key Steps for Employers   Review Your Current Retirement Plan

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executive looking at chart going up

Beyond the Paycheck: How to Leverage Executive Perks for Long-Term Financial Success

Once you reach the executive level, your paycheck is probably more than just a salary and a bonus. You likely have access to a range of perks – like stock options, deferred compensation, and extra retirement benefits – that can help grow your wealth and secure your financial future. Despite their importance, there is a

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What Employers Need to Know About Pre-Enactment vs. Post-Enactment Plans

The mandatory auto-enrollment rules under SECURE 2.0 apply differently to retirement plans depending on when they were established. Employers need to understand the distinction between pre-enactment and post-enactment plans to ensure compliance and avoid unintended penalties. What Is a Pre-Enactment Plan? A pre-enactment plan is any 401(k) or 403(b) plan that was established before December

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