Saving Can Control How ? The only thing that you can control is your savings. The market will do what the market is going to do, but as long as…
Credit vs. Debit use Which To Choose? Do you use a credit card or a debit card? Both? Why? I’m interested to hear from you. I think that using a…
What do you think a financial advisor should be? What do you want from your financial advisor? If you don’t have one, what would you want from your advisor? I…
Investing is about the long-term. Rome wasn’t built in a day and your investment portfolio will not be either. Successful investing requires a diversified portfolio and consistent contributions. You’re much…
Finding Time For Yourself. Just as you need to find balance between spending and saving, you need to find balance between working and time for yourself. Although saving for retirement…
Do you know the difference between a fiduciary and a broker? A fiduciary must by law act in your best interest, however not all financial advisors act as a fiduciary….
Is your broker really a retirement plan advisor? Plan sponsors need to be working with a retirement plan advisor who understands their complexities and fiduciary responsibilities. Participants should check to…
Set yourself up for success with these top 4 tips for 401k plans. 1. Enroll in the plan! You got to be in it to win it! 2. Maximize the…
Fee Levelization is the process of leveling the playing field for all retirement plan participants so that everyone pays their fair share of the costs associated with operating the plan….
Plan Sponsors of small & mid-sized Retirement Plans need to take note of the Top 4 Plan Design features for 401k plans. Auto-Features are the future of 401k plan design….