Twelve Points Retirement Advisors

When it comes to protecting your wealth and personal data, you can never be too prepared. This is why we're hosted a webinar to help you recognize scams and learn industry best practices to help you protect themself, your family, and your finances. Visit our YouTube to watch the full video: https://bit.ly/3A7l1nI

We love working with schools, universities, and educators because we understand the crucial role they play in our society. As fiduciaries, our duty is to put our client’s best interests first. We can help ensure the plan structure meets the needs and goals of your staff and faculty members, both now and in the future. Learn more about our Retirement Advising Services for schools and educators: https://bit.ly/3VdkNBs

We are proud to announce that our very own, Greg Phillips and Manny Frangiadakis have been recognized by the National Association of Plan Advisors as two of the Top 100 Retirement Plan Advisors Under 40! The advisors on this prestigious list were selected from a pool of more than 500 nominations. They exhibit outstanding dedication to their practice and are regarded as future leaders of the retirement plan advisor industry. Visit our website to learn more about this award: https://lnkd.in/g6Gt5Snv Greg Phillips, AIF?, CPFA?, C(k)P?, Manny Frangiadakis, AIF? CPFA? CEPA?, National Association of Plan Advisors

When you partner with our team of Retirement Advisors, we give our full attention to every detail of your plan. We study each plan to identify gaps and offer insights, helping you improve the outcomes of retirement savings accounts for all participating members of your plan. We’ll work with you to review your plan regularly, helping you stay on top of potential opportunities to improve investment options and cost savings. Learn more about our retirement planning services: https://bit.ly/3gLj8Dm

According to a recent study by Fidelity Investments, 37% of U.S. employees consider themselves as either a beginner investor or not an investor. This is where we come in. As Retirement Advisors, we take pride in educating employees on how to invest, save, and make prudent financial decisions through our educational workshops and one-on-one personal financial planning. Visit our website to learn more about our Employee Education services for Corporate Retirement Plans: https://bit.ly/3gLj8Dm

The IRS has released new cost-of-living adjustments that impact the dollar limits for retirement and health savings accounts for the 2025 tax year. Among the increases, the basic elective deferral limit for 401(k), 403(b), and 457(b) plans has risen to $23,500, which is a $500 increase from the previous limit of $23,000 in 2024. Here's what you need to know about new limits for 2025:

Our team understands that business owners and corporate executives wear many hats, and keeping an eye on employees’ retirement plans can occasionally take a back seat. That’s why we provide services such as comprehensive plan reviews, ongoing supervision and analysis, retirement planning, and employee engagement strategies. Visit our website to learn more about our retirement advising services for small businesses and corporations: https://bit.ly/3REyFU2

When was the last time you updated your estate plan? In this month's webinar, we're looking at the legal documents to keep you and your family safe and sound. We’ll dive into: - Estate Plan - Living Trust - Will - Durable/ Nondurable/ Special or Limited/ Springing/Medical Power of Attorney - Advance Medical Directive - Kids’ Protection Plan Click here to register: https://bit.ly/48wO7cL

"Investing in your people is one of the best things a business owner can do for their practice. If you are willing to invest in the success of your employees, they will be willing to invest in your success. As a business owner your most valuable asset is your business, why not invest in it?" - Jack Duffy, Retirement Plan Analyst As a Retirement Plan Analyst, Jack assists his clients with the day-to-day management of their 401k plans. Jack plays an essential role in helping clients during the onboarding phase, as well as actively assisting with the administrative work that comes with properly advising on 401k plans. Learn more about Jack and the rest of our team: https://bit.ly/41IxIic

Last month we went back to basics with our webinar - "Basics of Financial Planning." ?? Visit our YouTube to watch the full video, where we discuss the most effective methods to manage budgets, emergency funds, retirement savings, and more: https://bit.ly/4024coD