Browsing Tag
Retirement Planning
341 posts
Is Financial Stress the New Smoking?
Having less stress in our lives generally has a positive impact on health, but what about reducing financial…
‘Divide and Conquer’ Approach to Managing Finances Fails Women
Women are not taking an equal role to men in planning their financial futures, and research shows it…
3 Steps to Better Tax Treatment of Missing 401(k) Funds
What happens when 401(k)s are orphaned by employees? Like any other unassigned assets, they’re transferred to the states…
Serenity Now! How 401k Plan Participants Behaved in 2018
Participants get it, and should give themselves (or their 401k advisors) a pat on the back. They stayed…
Would Illiquid Assets in 401(k)s Be Crazy or Constructive?
It’s difficult enough to get plan sponsors and participants covered, educated and invested in retirement saving through the…
8 Tedious Tasks 401k Plan Sponsors MUST Complete
Tedious tasks are “have to do,” rather than “want to do.” For me, it’s usually cleaning the bathroom…
Say ‘No’ to Robo: Tech Should Complement, Not Replace Human Advisors
Don’t anybody be putting “financial advisor” in that list of professions that will someday be rendered obsolete by…
Why 401(k)s Will Fuel Trump 2020 Triumph
It’s a sign of our bifurcated times. Every opposition candidate to announce has tacked far left (if not…
Pop Quiz, Hotshot: Only 1 in 4 Older Americans Pass Financial Literacy Test
Only 26 percent of older Americans – with investable assets of at least $100,000 – were able to…
Americans Don’t Expect Finances to Improve This Year, Blame Washington
Most of us expect our finances to improve over time, as we advance in our careers and our…