Caroline RakerWhen it comes to retirement planning, one important piece of the puzzle often gets overlooked: legal protection for plan sponsors. That’s where ERISA Section 404(c) comes in. If you're a business owner or plan sponsor offering a retirement plan like a 401(k), understanding this ERISA rule could save you from unnecessary legal risks.
Caroline RakerThinking about retiring together? Caroline Raker of Clarity Financial shares what couples should consider before retiring at the same time. Explore personalized strategies for healthcare, Social Security, and income planning.
Caroline RakerLearn how to plan for healthcare expenses in retirement with expert guidance from Caroline Raker of Clarity Financial. Discover Medicare strategies, insurance solutions, and personalized financial planning to secure your future.
Caroline RakerExplore the pros and cons of paying off your mortgage early versus investing extra cash. Learn which strategy aligns best with your retirement income goals in 2025 with guidance from Caroline Raker at Clarity Financial.
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
