Follow this Rule to Secure Your Family’s Investment Success
When it comes to fiduciary responsibility, you always, always want to work with a registered investment advisor.
As an investment advisor, I am required by...
Part II: The IRS is Coming for Your IRA
As you know from my recent post on the SECURE Act, Congress is pulling a fast one on the savers of America.
If passed, the...
Trump Orders Treasury to Lower RMDs for IRAs and 401Ks
In an August 31 presidential order, President Trump asked the Treasury Department to consider increasing life expectancy rates for retirement accounts. The move could...
You Need to Know that Changes are Coming to Your Savings Plan
Congress is actively seeking ways to encourage more small businesses to use retirement savings plans. That's a good thing for America's savers. But be...
Are State-Run Savings Plans a Good Idea?
Of course this sounds like a great idea, because saving early and often is the best way to secure a comfortable retirement. However, there...
A Lawyer Fights Exorbitant 401(k) Fees
Investors' performance can be quickly sliced down when advisers and managers take hefty fees off the top. Fee abuse has been especially rampant in 401(k)...
Make Sure You’re Not Part of This Disturbing Trend in 401(k) Saving
According to the Investment Company Institute, a disturbing trend is growing among employees with 401(k)s, about a fifth of participants with access to 401(k)...
A Trump Reality Plan for Federal Workers
Your retirement savings plan, the 401(k) or any other defined contribution plan, is the product of cost cuts. For years now, in the private...
Do the Words “Retirement Plan” Make You Calm, or Stressed?
Sometimes the best thing you can do for your investments is to create a plan. Easy for me to say I know. One way...
Why Rollover Your 401(k)
You wouldn't be the first person to wonder who in the world comes up with these phrases: "Rolling over your 401k." As if investing...