WELLretire Blog

Market Update: 2024 Q1 in Review
Chloë Miller Chloë Miller

Market Update: 2024 Q1 in Review

Looking back at Q2 of 2024, we share thoughts on the continued momentum of the market, the importance of diversification in your portfolio, and how inflation and interest rates have impacted the performance of bonds.

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What I’m Reading Now: Unreasonable Hospitality by Will Guidara
Chloë Miller Chloë Miller

What I’m Reading Now: Unreasonable Hospitality by Will Guidara

I took so much inspiration from this recent read and am excited to share why I enjoyed it and what I learned.

When I was younger, one of my dreams was to work in a high end restaurant. In my mind, of course, the job was probably mostly about the food and wine…

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Market Update: 2023 in Review
Chloë Miller Chloë Miller

Market Update: 2023 in Review

We hope this review of the market in 2023 is helpful, empowering you with a stronger understanding of the past year’s performance and how it impacts your retirement planning.

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Your Retirement Resource: Happy Spring!
Katrina Bell Katrina Bell

Your Retirement Resource: Happy Spring!

Happy Spring from Well Retire!

We hope the year is treating you well so far. Here is the Northwest, Spring has not quite sprung and we are quite looking forward to a few more sunny days.

From case studies, to our 10 Steps to Financial (AKA Freedom) workshop, to what’s happening with retirement plans in Washington, and our latest market update.

We hope you will enjoy our latest issue of Your Retirement Resource and let us know what you think!

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Year-end plan notices - what, why, when
Your Business Katrina Bell Your Business Katrina Bell

Year-end plan notices - what, why, when

November and December ring in year-end notices along with the holidays. While many plan record keepers now cover this important task for employers, some (especially smaller plans) are on a more DIY program.

Here's a quick primer on the notices that need to go out at year-end. Please note that not all will apply to your plan.

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Student Loan Relief 2022: What we know
Katrina Bell Katrina Bell

Student Loan Relief 2022: What we know

President Biden’s student loan relief program is a hot topic with our employee groups these days. Where borrowers stand with repayment of their loans and potential forgiveness has been a constantly moving target for the last year or so. And when we finally got specifics on how it might work and who it would help, there’s now a risk of the entire program being delayed or scrapped if new legal challenges to it are successful.

We are not student loan experts but are happy to share our research on how the program works. Here's a quick primer of what we’ve learned assuming things progress as the Biden-Harris administration has laid out.

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Turn your 401(k) plan into a recruiting and retention tool: 4 things you can do today
Katrina Bell Katrina Bell

Turn your 401(k) plan into a recruiting and retention tool: 4 things you can do today

Despite the news of layoffs, recruiting and retaining your best employees is still an extremely competitive endeavor in many roles and industries. Employee benefits are becoming an increasingly important part of your attractiveness as an employer, including (and especially) your retirement plan program. What are 4 simple steps you can take to turn your plan into a recruiting and retention tool?

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