Francesca Federico
Manny Frangiadakis
Greg Phillips
Tammie Kuhn
Joe Montana
Managing My Money
June 2025 Managing My Money 6/18 @ 12:00 PM EST The Managing My Money workshop will help you identify three core components of money management: a sound budget, building (or rebuilding) your emergency savings fund, and getting control over prioritizing your debt. Watch Now
Medicare From A to D
May 2025 Medicare From A to D 5/20 @ 12:00 PM EST Join us for a webinar with the Medicare Rights Center as they run through the Medicare process. You will hear an overview of the program, details of the enrollment process, and strategies for coordinating Medicare benefits with other forms of insurance. Watch Now
Top 5 Common Mistakes Construction Workers Make with Their 401(k) and How to Avoid Them
Construction workers have to deal with complicated physical and intellectual demands. As a result, they may overlook the importance of long-term financial planning, especially when it comes to retirement and their 401(k). Even though this is an understandable oversight, it can result in major financial setbacks. To make it easier for construction workers to secure […]
Assisting a Construction Engineering Firm to Maximize Tax Savings with a Cash Balance Plan
Entering his 35th year of business and approaching retirement, the owner of a construction engineering firm recently approached our team. This owner was running a successful business but was facing significant tax burdens and wanted to explore options allowing him to minimize taxes. In this case study, we’ll explain how we used a Cash Balance […]
The Role of Financial Advisors in Helping Your Construction Workers Plan for Retirement
Construction workers are the backbone of our community, building and maintaining essential infrastructures. After decades of dedication and service, they have earned a much-deserved rest in retirement. With the right financial advisors, you can offer your construction workers a plan that gives them enough income to put their feet up for a well-earned retirement. Here […]
How to Handle 401(k) Administration for a Growing Construction Company
In the construction business, growth periods come with challenges. For instance, 401(k) plans and other benefits fuel the retention and recruiting goals that sustain growth. However, that same growth makes administering benefit programs all the more complicated. Still, adapting to challenges is just par for the course. Like anything else in the business, successful 401(k) […]
Boston Business Journal names Twelve Points a 2025 Best Places to Work company
April 18, 2025 — The Boston Business Journal has named Twelve Points to its 2025 Best Places to Work — the BBJ’s exclusive ranking of the Massachusetts companies that have built outstanding work environments for their people. The 100 companies honored in 2025 range in size and industry, with winners from the technology sector, retail industry, health care […]