Resources

We aim to educate our clients through the noise in the marketplace to make informed decisions about their wealth.

NEFG Insights

Alternatives to a Stretch IRA

Alternatives to a Stretch IRA

Alternatives to Stretch IRAsFinancial Wellness Program We understand your financial goals are unique to you, and your path to achieving them requires careful goal-setting, diligent planning, and ongoing monitoring of your investment decisions.

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Compliance Reference

IRS

The Internal Revenue Service provides useful information for retirement plan sponsors on their website. Discover retirement plan best practices and current guidelines by visiting the IRS website.

Department of Labor

The Department of Labor provides educational materials for retirement plan participants on their website. Find articles of interest relating to investments, retirement plan fees and tips to help employees make informed decisions regarding their savings.

Strategic Partners

Power Kunkle HR Solutions, LLC

An employee benefits consulting firms, assisting employers in maximizing insurance and employee benefit. Located in Wyomissing PA.

McConkey Insurance & Benefits

An independent insurance agency offering a comprehensive suite of insurance solutions. Located in York PA.

Financial Wellness Program

We understand your financial goals are unique to you, and your path to achieving them requires careful goal-setting, diligent planning, and ongoing monitoring of your investment decisions.