Retirement Plans: Why Big Companies Should Offer Them
Caroline Raker Published on: 12/04/2025
Learn why retirement plans matter, how big companies can maximize them, and the simple steps that make these benefits truly work for employees.
retirement
Caroline Raker
Simplifying Your Employee Benefit Plan RFP Process with an ERISA Independent Fiduciary
Caroline Raker Published on: 11/28/2025
Managing an employee benefit plan is a significant responsibility for any business owner. Beyond ensuring your employees receive valuable benefits, you must also comply with ERISA regulations, monitor fees, and choose service providers wisely. One of the most critical aspects of this process is the Request for Proposal (RFP)—a formal way to evaluate potential service providers for your plan.
Article
The Hidden Risk of Short-Term Health Insurance
Caroline Raker Published on: 11/24/2025
Short-term health insurance plans are often marketed as affordable, flexible solutions for people who need temporary coverage. They can seem like a great option during job transitions, gaps between employer plans, or other periods of uncertainty.
Financial Literacy
How Trump's Policies Are Quietly Reshaping Your Retirement Plans
Caroline Raker Published on: 11/19/2025
As we approach the end of 2025, it's clear that President Trump's policies are having a significant impact on financial planning. At Clarity Financial, we believe in providing our clients in Stephenson, Winchester, and Northern Virginia with clear, actionable advice to navigate these changes. Let's explore how recent policy shifts might affect your retirement strategy.
Article
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World Financial Group Insurance Agency, LLC, World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., World Financial Insurance Agency, LLC and/or WFG Insurance Agency of Puerto Rico, Inc. - collectively WFGIA offer insurance products. Headquarters: 11315 Johns Creek Parkway, Suite 100, Johns Creek, GA 30097-1517. Phone: 770.453.9300. WorldFinancialGroup.com