Independent #retirementadvisor-Investment advisory services offered through Global Retirement Partners, LLC, an SEC registered investment advisor.
Bethesda, MD
Joined October 2013
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Business as usual, but we’re moving our updates elsewhere. For news, insights, and updates, follow @401kFiduAdviser.
Thank you for staying connected!
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Not all financial advice is good advice. Some money myths could be hurting your employees' financial wellness. Here’s what actually works: hubs.ly/Q036v7L50 #401kEducation #RetirementWellness
Money Nav Insights | FinPath Financial Wellness
Money Nav Insights | February 2026
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It's America Saves Week! Small changes in your plan design can make a big impact. How are you encouraging your employees to save for the future? #AmericaSavesWeek #RetirementWellness #401kPlans
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Money is one of the biggest stressors in relationships but it doesn’t have to be. Ask yourself:
• Do we agree on saving & spending?
• Have we discussed financial goals?
• Are we honest about money habits?
hubs.ly/Q036P8Z90
#FinancialWellness #MoneyAndRelationships
Money Nav Insights | FinPath Financial Wellness
Money Nav Insights | February 2026
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Fiduciary mistakes can be costly. Would your plan stand up to scrutiny? Join ERISA expert Fred Reish & Alex Assaley for a deep dive into SECURE 2.0, fiduciary risks, and liability protection in 2025.
📅 March 4 | 1 PM EST
Register: hubs.ly/Q036qyjn0 #ERISA #FiduciaryRisk
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We captured the best of the year in one video. Give it a watch and see what made this year unforgettable: hubs.ly/Q030nrLn0
Here’s to an even bigger 2025!
#TeamHighlights #YearInReview #GrowthAndGratitude
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Changes are coming in 2025! Employees aged 60-63 will benefit from higher contribution limits & enhanced catch-ups to boost retirement savings. Empower your team with this resource to help them make the most of these updates.
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Results are in! Meet our Great Pie Off Champion, Aidan and check out the stunning pies that made this event unforgettable.
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Have you checked your benefits package recently? 🎃👻 With Halloween here, let's ensure it's all treats, no tricks! From solid retirement plans to top-notch financial wellness, these perks can make a real impact. 🍬💼
Which benefit do you value most?
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Retail therapy can lead to overspending. How can employers help employees manage financial well-being? hubs.ly/Q02SXlGJ0
#FinancialWellness #EmployeeSupport #HRTips
Money Nav Insights | FinPath Financial Wellness
Money Nav Insights | February 2026
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The Federal Reserve’s first rate cut in years could impact your employees’ financial goals: hubs.ly/Q02SXlVm0
#InterestRates #EmployeeWellness #HRTips
Money Nav Insights | FinPath Financial Wellness
Money Nav Insights | February 2026
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Ready to save on taxes and prepare for future medical expenses? Check out this video on Health Savings Accounts! Learn about triple tax advantages, eligibility, investing, and using HSA funds for healthcare expenses: hubs.ly/Q02Jg-5b0
#HSA #HealthSavingsAccount
Money Nav Insights | FinPath Financial Wellness
Money Nav Insights | February 2026
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Excited to announce our upcoming webinar on Aug 22 with David and Alex! Discover innovative alternatives to traditional 457(b) and 457(f) plans for tax-exempt organizations. Sign up now!
hubs.ly/Q02Jh4lX0
#HRWebinar #NonProfitLeadership #EmployeeBenefits
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Are you concerned about the increasing cost of education? Discover how 529 Plans can help you save smartly for your education expenses. Check out our new @moneynav video for all the key details: hubs.ly/Q02Jh6_70
#529Plans #EducationFund #SmartSavings
Money Nav Insights | FinPath Financial Wellness
Money Nav Insights | February 2026
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🚨Learn about innovative executive benefit alternatives for tax-exempt orgs with experts David Hauptman & Alex Assaley on Aug 22 at 2 PM EST.
Register now: hubs.ly/Q02Jh4jT0
#HR #NonProfit #ExecutiveBenefits
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Have a passion for rare sneakers or vintage guitars? Your hobby could turn into a profitable investment! From toys to coins, stamps to art, collectibles can appreciate over time. Learn more about the investment potential of collectibles here: hubs.ly/Q02C68Mm0 @MoneyNav
Don't let an outdated beneficiary form leave your assets in the wrong hands! The ongoing court battle over Jeffrey Rolison's retirement account highlights the importance of regular reviews and updates. Check out more on this story here: hubs.ly/Q02C6G4Q0
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In previous years, we've enjoyed the benefits of low inflation, but recent increases in inflation continue to be a concern. This article from @RetirementRsrch explores the financial consequences of high inflation through economic theory: hubs.ly/Q02C6K600
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Are financial stresses holding back your hourly employees from performing their best? Learn effective financial wellness strategies tailored for hourly workers here: hubs.ly/Q02C689Q0 @HUBInsurance
#HourlyWorkers #HourlyWage #FinancialWellness
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Consistency is key when saving for retirement. Set up automatic contributions to your accounts & review investments regularly. Small steps lead to big rewards. Check out more tips here: hubs.ly/Q02C6C-k0
Money Nav Insights | FinPath Financial Wellness
Money Nav Insights | February 2026
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