The word “fiduciary” is being tossed around a lot lately, largely because of the Department of Labor’s oncoming regulations. To help you understand the importance of these developments, we share what fiduciary advisors don’t look like, so you can choose an…
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. This article was previously published on USA Today and NerdWallet.com. Have you made investing decisions you regret? I know I have. I…
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. For many of us, our parents getting older is a tricky situation to navigate. How do you respectfully offer your help? Ensure they…
Subscribe to our podcast on iTunes or Stitcher or Google Play. When it comes to New Years resolutions, are you in the 92% or the 8%? The number’s a bit shocking but science tells us that 92% of people don’t accomplish…
Tax savings is a peculiar planning topic. It’s an idea that almost everyone wants more of, but few follow through to complete it. Most people don’t realize the large amount of tax savings they could have by making a few simple tweaks….
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. How often do you receive a year-end bonus and immediately begin making a list of how you will allocate it? This plan usually…
There is a companion podcast for this post available. You can listen through the player above, or subscribe to our podcast on iTunes, Stitcher or Google Play. Financial procrastination can get the best of us all. Non-urgent financial tasks love to find cracks…
There is a companion podcast for this post available. You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. For most people, retirement is that time on the horizon when you get…
You can also subscribe to our podcast on iTunes or Stitcher. New regulations for 401k regulations are putting even more responsibility on business owners. Understanding these new laws can be a complex, and time-consuming task. With the terminology dominated by acronyms and…
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. With more than 90 million Americans covered by a retirement savings plan (401k/403b/457), it’s even more important to know how to make the best…
