Bill Parten, Financial Professional

09/27/2021

This CEO and co-founder focused on the difference between HOW people work and WHY people work to help him approach employee support and benefits. Here are 4 ideas for applying this concept and reimagining your benefits, too.

How robust incentive packages can help small business thrive.

09/24/2021

What is a stock market, really? And how might market moves affect you? Take a look at this month's economic outlook from Principal for some great insights.

Does what happens in the stock market from day-to-day matter for the country’s (and your) economic outlook?

09/21/2021

College tuition is a valuable investment in your future—or that of your child—but those dollar signs can be overwhelming. Watch the replay of our latest webinar for five steps to start planning, saving, and paying. #529

Couldn’t make a live webinar or have a topic you’d like to revisit? Catch up anytime with our library of replays.

09/21/2021

The last thing you want to worry about this year is the state of your retirement assets. But the market’s recent performance may be making you nervous. Need a different investment option? Let's discuss how an annuity might fit into your retirement income plan.

Secure guaranteed income in retirement. Explore annuities, including fixed annuities, variable annuities, income annuities, and indexed annuities.

09/07/2021

What gives you a hiring edge? Competition for top talent is intense, and experts suggest its a long trend. Here are 5 factors to attract employees and keep them happy.

Five ways to stay ahead of the curve as the economy recovers and businesses compete for top talent in a more flexible job market.

09/07/2021

If you've worked hard for what you have, let's protect it. An estate plan might sound overwhelming, but this checklist and workbook can make starting much easier.

When you organize your estate planning documents, think beyond a will and life insurance.

07/16/2021

Do you have an old 401K that you need to have rolled over. I can help!