We provide clients with full-service defined benefit plan administration services allowing plan sponsors to better manage risk and reduce cost. Findley Davie...
Findley Davies
Southside - Columbus:
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Making the most out of your plan’s cost-cutting potential requires a bit of creative thinking and strategizing with your adviser but the results are worth it.
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Why aligned incentives are crucial to an optimized benefits plan
Working with an advisor whose pay depends on your satisfaction is a much easier way to guarantee they have your business’ success in mind.
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The Incredible, Undeniable Benefits of a 100% Money-Back Guarantee
Why stand behind all your sales with a zero-risk promise or money-back guarantee? There are a few answers to that question, but the most important one is this: Zero-risk promises and money-back gua…
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Money does NOT define you as a HUMAN!
Recently I watched someone get talked down to and it made my blood boil. Just because you have more money than the other person does NOT give you rank! Even if you did have rank, speaking to...
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Unpacking passive: Larry Swedroe pens a primer perfect for those needing a practical read on passive investing:
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Savings and income are part of financial well-being, but we learned that they’re not always the most important part. Instead, when people talked about their own financial well-being, four main elements came to light.
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3 Questions to Help Define Your Investment Strategy
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4 trends that will define the future of economics
Economics has and will continue to play a significant role in identifying and solving some of the world's most important issues.
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How Will YOU Define Your Legacy?
Unlike previous generations, the baby boomers are more concerned with having enough money to last through their retirement years than with leaving substantial assets to their heirs and to charities. But they are still concerned with leaving a legacy for their children and grandchildren. A new definition of a legacy...
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Why You Should Use a Wealth Management Service
From access to a broad team of experts to tax benefits, why just about everyone can benefit from turning to investment advisory companies.
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How To Define Your Terms In 300 Pages
New rules governing the swaps market highlight the risks behind sprawling, complex regulatory initiatives. When rules get too complicated, lawyers and lobbyists are the main audience.
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How do Millennials define financial success? Financial freedom plays a major role, but can Millennials achieve it with their current money mentality?
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How Digital Strategies Are Re-Defining Patient Acquisition Marketing
The patient acquisition process has been at center stage of any healthcare marketing strategy for some time. It's the single biggest revenue factor
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Define What Your Emergency Fund Is For To Avoid Spending It Carelessly
Having an emergency fund is commonly accepted (and good!) advice. When to spend it is addressed less often. To make it simple to decide when to use it, define what it's for first.
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Why the People in Your Social Circle Often Define Your Net Worth
If you aspire to be smarter and wealthier, consider surrounding yourself with smarter and wealthier people.
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Define What Wealth Means to You to Follow a Better Financial Plan
Money and wealth aren’t the same thing. Sure, most people’s definition of wealth includes earning money, but how much? And is time part of the equation? If you want wealth, it helps to first figure out what it means to you.
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Bigger tax benefits for HSAs means more workers are funneling funds there. Is that smart?
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What Are the Right Retirement Benefits for Your Business?
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The benefits of an extravagantly modest lifestyle
I used to think that frugality was only spending money on the very basics in life. Don’t eat out. Don’t drink expensive coffee. Pinch pennies where you can. As I’ve gotten older my position has evolved. Rather than living like Scrooge, I spend extravagantly on things that are important to me and miserly on …
