This blog is intended to educate, enlighten, amuse and ( hopefully) persuade. It is not my intention to annoy, or insult or provoke the reader. However, in the current hyper-sensitive political and economic environment, I am pretty sure that some of my posts, or my guest bloggers’ posts, will rub readers the wrong way. My overall intention is to try to have the reader look at current economic and/or geopolitical things in the news in more depth, and think about the potential implications…

Recent Posts

The Difference Between 401(k) and 403(b)

The Difference Between 401(k) and 403(b)

Choosing an employer-sponsored retirement plan is a meaningful decision for any organization. The right benefit can help employees prepare for retirement while supporting the organization’s broader...
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Serving Up Financial Peace of Mind This Thanksgiving

Serving Up Financial Peace of Mind This Thanksgiving

Thanksgiving invites us to slow down, spend time with the people we care about, and appreciate the milestones that shape our lives. Around the table, conversations can easily turn to a new job,...
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National Long-Term Care Month - November - Life Insurance

National Long-Term Care Month - November - Life Insurance

Life insurance is often viewed as a way to leave financial protection behind for the people who matter most. While that remains an important purpose, certain policies may also offer support during...
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Hardship Withdrawals - What Employers Need To Know

Hardship Withdrawals - What Employers Need To Know

401(k) hardship withdrawal requests can place employers in a position that requires more than a quick yes-or-no decision. As these requests become more frequent, plan sponsors need a clear...
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