Many Americans struggle with money management, regardless of their income.
6 out of 10 adults live paycheck to paycheck, 45% of which are considered high income earners.
Check Out this Summit Resource:
https://yoursummit.com/wp-content/uploads/2024/01/Employee-Newsletter-Money-Check-Up.pdf
53% of plan sponsors don’t realize that they’re fiduciaries,1so it’s no surprise that expectations around that role aren’t always clear. Fiduciary responsibility isn’t about perfection. It’s about clarity, consistency, and a process you can stand behind. That’s exactly why many organizations rely on experienced advisors (like us) to help bring confidence to their process. Day-to-day priorities often center around running the business, supporting employees, and managing growth. The
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