Enza Financial LLC

We’re looking for an Operations Specialist Junior Advisor to join our Wealth Management team. They will work closely with advisors to support retirement planning, investment operations, and financial planning initiatives.

Apply today! https://www.linkedin.com/jobs/view/4354651008

Spring isn’t just for closets, it’s the perfect time to refresh your financial life, too. Here’s a quick financial “deep clean” checklist:

1. Review your monthly subscriptions — cancel what you’re not using
2. Check your emergency fund (3–6 months saved?)
3. Update beneficiaries on retirement + insurance accounts
4. Revisit your budget — are your spending habits aligned with your goals?
5. Review your investment allocation
6. Pull your credit report
7. Organize important financial documents

Small adjustments now can prevent bigger issues later. Reach out to an Enza representative today to start your spring refresh.

We’re looking for an Operations Specialist to join our Wealth Management team. This role is ideal for someone who thrives behind the scenes, ensuring accuracy, compliance, and seamless client experiences. They will work closely with advisors to support retirement planning, investment operations, and financial planning initiatives.

To apply, please send your resume and cover letter to Diane Hackman at [email protected].

We are excited to introduce vEnrollment, a new participant communication and enrollment tool designed to reduce administrative burden for HR teams while improving employee understanding and engagement. vEnrollment delivers a digital, guided enrollment experience with clear education, personalized prompts, and ongoing reminders, without adding work for HR.

https://enzafinancial.com/news/new-service-at-enza-simplifying-retirement-plan-enrollment-education/

In case you missed it, you'll find the recording for our Quarterly Economic Update webinar here. This session will give you valuable insights to start the year strong!

https://youtu.be/Lc-45sVYncU?si=D6IR1JuEvH2GWQSq

As we move into the new year, plan sponsors and participants should be aware of two important regulatory changes affecting catch-up contributions under qualified retirement plans. These updates may require advance planning, payroll updates, and employee communication. Make sure your retirement plan is ready. Talk with an Enza advisor today.
https://enzafinancial.com/news/important-catch-up-contribution-changes-on-the-horizon/