Whether you are just out of school or nearing retirement, a periodic review and update of all aspects of your short-term and long-term financial health is important. When my mother was turning 90, her doctor noticed in an X-ray, a spot on her lungs. The cancer doctor...
Companies that offer retirement plans know how hard it is to incentivize people to take complete advantage of this benefit. The hesitancy could be due to a lack of financial education regarding the power of compound saving or the lack of sophistication regarding the...
In my 23 years of auditing Employee Benefit Plans (EBPs), I have found there to be several misconceptions surrounding the EBP audit process. In this article, I would like to help clear the air in hopes of making this process more positive and productive for all...
A fresh, new year always brings up resolutions. These hopes and dreams usually surround health, love and money (and follow with many questions). Some of the money questions you might be asking are: Do you know where your money is going and are you investing it wisely?...
