Seven Retirement Savings Tips for People With a Low Income

Do you struggle to stretch your low income and make ends meet? Whether you’re living on unemployment, just entering the workforce or received a recent pay cut, saving for retirement might be the last thing on your mind. However, seven tips can boost your retirement savings as you plan for the future. 1. Save Automatically… Read more »

Four Ways Your Tax Refund Can Make a Big Financial Impact

It’s tax month! Before you spend your entire refund on a shopping spree or exotic vacation, consider four ways your refund can make a big financial impact on your household budget, asset portfolio and financial health. 1. Boost Retirement Savings Are you lucky enough to work for an employer that matches your retirement savings? Take… Read more »

Getting Professional Help for This Type of Benefit May Greatly Ease the Transition

Many business managers are beginning to see the worth of providing supplemental benefits to employees. One type of benefit that is becoming increasingly popular is voluntary benefit programs. This type of employee benefit is becoming more popular simply because it allows businesses to give better benefits to their employees; thus improving satisfaction in the workforce…. Read more »

You should consider whole life insurance

For years, whole life insurance has gotten a bad rap.  The thing is, whole life insurance is not necessarily bad, it just depends on how the policy is designed.  In the past the designs have been typically flawed.   With a perfectly designed and executed whole life insurance, you can reap great benefits.  Here’s what we… Read more »

Employee Retirement Income Security Act (ERISA)

The Department of Labor (DOL) has the reasonability to enforce Title I of Employee Retirement Income Security Act (ERISA). Title I establishes rules in operating employee benefit plans. The DOL has substantially increased the number of audits to employers. Here are three main concerns employers should be thinking about: COBRA Administration: Consolidated Omnibus Budget Reconciliation… Read more »


The word of the day:  Grateful.  We, at The Jordan Insurance Group, are completely grateful.  We have a lot of reasons to be grateful!  For starters did you know that The Jordan Insurance Group is featured in the June issue of Forbes magazine?  Yep, that’s right!  Forbes magazine did a piece on us! According to… Read more »

Americans Lacking Guaranteed Income Options, Survey Says

Seventy-two percent of U.S. adults say they either don’t have lifetime income options in retirement or are unaware of whether their employer offers them, according to a TIAA-CREF survey. Thirty-four percent of respondents said their primary retirement savings goal is guaranteed monthly income. Another 40 percent want to ensure their savings are safe regardless of… Read more »

Retirement readiness of employees is a growing benefits issue

Retirement readiness is another benefits-related issue that is capturing much of the attention of large employers and also should be on the radar for midsize employers, experts say. As part of workforce planning, “employers want to get a picture of how close their employees are ready to retire,” said Alan Glickstein, senior retirement consultant at… Read more »

Review your 2013 retirement funds

We are entering a new year which means new and exciting changes.  We don’t want you to miss out any opportunities to improve your retirement plans so a year end review is in definite need.  Use these tips to check all of your investments: 1.  Check the bottom line for the end of 2013. Take… Read more »