When I considered writing about divorce, I thought the piece would have to strike the right tone and tenor. I struggled with what that is. Does it even exist in …
Five Time-Tested Conclusions about The Financial Markets
Reflecting on my 40 year career in the financial services industry prompts me to share some personal observations of the best kept secrets for managing money. A simple touch of …
Equifax Data Breach: What You Should Know
On Thursday, September 7, 2017, one of the three major credit bureaus in the US, Equifax, announced a data breach that could affect 143 million people (which is nearly half …
What Are Stocks, Bonds, and Mutual Funds? [VIDEO]
This video was taken from our course: “The Step-by-step Guide to Your 401k Plan.” We hope it’s helpful! Investing can seem pretty complicated. There are many different types of investments, …
Top 8 Things You Should Do When You Receive an IRS Notice
Each year, the IRS sends notices to taxpayers for various reasons. While your first instinct when you see an IRS notice might be to panic, take a minute and relax–many …
401k Loans: Should Plan Sponsors Offer the Ability to Get Them?
WHY IS GETTING A 401k LOAN ON THE RISE? The concept of a 401k loan (borrowing from a 401k account) is nothing new. However, now that millennials (individuals aged 19-35) …