August 10, 2020
So, you’re ready to pay off your debt—excellent! Whether you’re just getting started, or getting frustrated by not seeing the impact you’ve been working towards, we’re […]
June 25, 2020
Subsequent to the 2012 implementation of ERISA fee reporting regulations (ERISA 408(b)(2) & 404(a)(5)), the Department of Labor (DOL) began to consider the appropriateness of the […]
June 22, 2020
57 % of workers say saving for retirement is their top financial priority, But financial security goes beyond your retirement goals! Financial security is the peace […]
May 25, 2020
Some retirement plan expenses can be paid for with plan assets — but many can’t. Which are the “reasonable and necessary” retirement plan expenses that can […]
March 17, 2020
With the recent market volatility, it’s understandable that you may be concerned about your investments. Volatile markets can make you wonder if you’re on track to […]
March 5, 2020
As of February 28, 2020, global stock markets have entered “correction” territory, defined as a 10% decline from the index high. This is in large part […]