4 Reasons Not to Put Off Financial Planning

By Kyle Louvar, CFP®, AIF® Are you procrastinating when it comes to organizing your finances? You’re not alone. Whether it’s insurance planning, putting together an estate plan, or figuring out withdrawal strategies, most people don’t put financial planning at the top of their to-do lists because it can feel overwhelming and, at times, complicated.  But…

The Hidden Liability in Employer Retirement Plans

By Kyle Louvar, CFP®, AIF® Providing an attractive retirement plan for your employees is a great way to establish a supportive company culture, retain talented people, and help your employees build financial security for their futures. But companies take on significant responsibilities when offering this type of benefit to employees. What many employers don’t realize…