Financial Advisor Video Blog

Check out These Statistics Regarding Post-Retirement Quality of Life


  • Check out These Statistics Regarding Post-Retirement Quality of Life

    The University of Michigan conducts a study measuring retirees’ quality of life every two years, so today we’ll be examining some of that ...

A First-Hand Account of Getting to Retirement


  • A First-Hand Account of Getting to Retirement

    Today I would like to change the topics from saving to actual accounts of how now retired people made it to where they are now.

How Will You Pay for Your Retirement Plan Expenses and Fees?


  • How Will You Pay for Your Retirement Plan Expenses and Fees?

    Are you a retirement plan sponsor or on a committee that oversees one? Here are some useful tips for paying your fees and expenses.

How Can You Transfer Your Liability as a Plan Sponsor?


  • How Can You Transfer Your Liability as a Plan Sponsor?

    Want to transfer your liability as a retirement plan sponsor? There are three ways in which you can do that.

Do You Think Time Is the Enemy? Think Again!


  • Do You Think Time Is the Enemy? Think Again!

    We often imagine time as the enemy, but there are many instances where the passage of time can actually work to our advantage.

What Is Behavioral Finance and How Does It Impact You?


  • What Is Behavioral Finance and How Does It Impact You?

    Today, I want to talk about behavioral economics. I’ll explain what it is and why it matters to you as a plan sponsor or participant.