July 25, 2019
“Financial fitness”, in many ways, is similar to physical fitness; Every individual has a different experience level, they must be dedicated and disciplined to meet their […]
July 8, 2019
Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country by our in-house former practicing ERISA attorney. Hey Joel, One of my […]
July 8, 2019
It’s no secret that Americans are not saving enough for retirement. The U.S. Government Accountability Office (GAO) recently reported that 48 percent of households aged 55 […]
July 8, 2019
You’ve probably heard the terms “beneficiary” and “power of attorney” associated with estate planning. But are you familiar with the probate process? Odds are if you […]
July 8, 2019
Summer can serve as a preview of your retirement — long days in the sun and spending time with your loved ones! So, what better time […]
July 3, 2019
Good Debt Vs Bad Debt There is surely an argument that any debt is bad debt, but borrowing money and taking on debt is a thing […]