How much do you know about your retirement plan, or retirement plans in general? Questions about these plans come up all the time, and you might be surprised by what you don’t know! Q: Can…
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The Financial Advisor’s Struggle To Act In The Client’s Best Interest
Ted the advisor is a great guy. He is passionate about taking care of his clients. The only thing he is more passionate about is taking care of his family. Like most advisors, he works…
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How Employers Penalize Ambitious 401k & 403b Savers
Normally, companies reward ambitious and productive employees. After all, these employees make their employers lots of money. In this case, though, it’s the reverse. Many “on the ball” retirement plan savers are being penalized by…
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How Physicians Should Prioritize Different Retirement Plans
The True Cost Of The “No-Fee” 401k Rollover
You see the signs all over the place… “We Accept 401k Rollovers”. Apparently people are taking banks and other financial institutions up on the offer to roll over their 401k into an IRA, otherwise they…
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