Retirement Planning resources
Do Potential Changes to the Fiduciary Rule Mean Trouble for You?
A year ago the Department of Labor expanded the number of financial advisors required to adhere to the fiduciary standard…
A Rate Hike from the Fed Doesn’t Mean a Panic Hike for You
Last week the Federal Reserve raised its key short-term interest rate to a range between .75% and 1%, the first…
Your Financial Plan Depends on More Than Your Age
Your Financial Plan We live in a time of great personal freedom when we have the opportunity to choose our…
Know the Difference between Fee-only vs. Fee-based Financial Advice?
Confused about the difference between Fee-Only Financial Planning and Fee-Based planning? You’re not alone. Financial planning jargon can be daunting…
403(b) Plans: The Flaws Teachers Should Know
It’s no secret that many teachers are underpaid, in spite of the vitally important work they do. I know first…
Options for Your 401(k) When You Change Jobs
Leaving one job for another to pursue your goals, follow your passion, or just make some interim changes? As you…
Teachers: Who is Managing Your 403(b)?
With autumn just around the corner, many teachers have returned to their classrooms. The end-of-summer teacher ritual of decorating, stapling…
Summer Interns: Time to Focus On Long-Term Gains
The light at the end of the tunnel is nearing for America’s summer interns. Full-time offers will be tendered, sighs…
Donald Trump Takes a Stand on 401(k) Investments
GOP presidential nominee Donald Trump has had one of the most hectic campaigns in recent memory. He has made so…
The Conflicts of Interest Around 401(k)s
A new study in the Journal of Finance has found that conflicts of interest in 401(k) plans can lead to…
4 Things You Can Learn From John Oliver About Retirement Planning
On his HBO show Last Week Tonight, comedian John Oliver recently turned the national spotlight on the wealth management and…
Personal Finance – Why Didn’t I Learn That?
I recently returned from a reunion weekend with some of my college buddies. We caught up on wives, kids, work…