How to make $100,000 more than your co-worker in your 401k
When you look around at your co-workers, know this: Some of them earn more than you do in their 401k, and some earn less. Can you tell who’s who? Maybe you can. Maybe they don’t want to tell you their secrets. (Maybe you only hear them brag when they have a good day.)...
A New Hope for 401k/403b Plans
Good and evil have battled for millenia. In the end, who wins? In movies, and in business, it’s the one who is more persistent. Retail sales were forever changed by the Wal-Mart discount model of making more items available in one location, the superstore....
The case for individual investment advice in 401k/403b plans
In today’s world, we can use GPS to get us to our destinations. We can ask Siri, Google Home, or Alexa for news and weather. We can control lights, locks, thermostat, and appliances at home using our smartphones. And yet, when we want to know what to do...
The problem my busy life created in my retirement account, how I fixed it, and how you can too
Ever get busy? Like, really busy? Like, ‘No, not today. We’re not going there until Thursday. Today’s Thursday?!?’, ‘What did I come in here for?’, ‘How am I ever gonna get all this done on time?’ kind of busy? Sure you...How bad are returns when advice isn’t used?
2013 Report on Investor Behavior and experience of returns
How GOOD are returns when advice IS used?
A 7-year study showing the impact of Help in Retirement Plans
Report: How Small Retirement Plans can perform like the big boys
Small Retirement Plans: A Focus on What's Working