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Posts tagged ‘financial advisor’

Defined Contribution Plans – Different, but Full of Opportunity



“If you do not save for retirement, no one is going to do it for you” – This is what I tell 401(k) plan participants when I present at employee educational meetings. We are in an era when most employees are responsible for saving for their own retirement, and many are not saving enough. Many…

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Decoding the DOL Proposed Fiduciary Regulations



Are you the type of person who loves or hates change? I’ve found over the years that change is inevitable, so I try to focus in on the positives and keep my eyes ahead. Most of the time change pushes me to a better outcome because I am forced to rethink about the way things have always been done.…

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