Your compliance and due diligence checklist
Here are some compliance requirements to consider at the main stages of qualified retirement plan implementation and due diligence checklist to check if your plan […]
Key Questions for the Long-Term Investor
The LEAP Foundation asked me to give a talk to 400 young people on Money Management at UCLA today. It’s a one hour talk and […]
To be or not to be a 80%’er?
Do you know how the the Paretto Principal rule – aka the 80/20 rule works in so many areas of life? The short explanation of the Principal […]
Attracting Millennials by Reducing Debt
Innovation in DC Plan Design Student debt is a growing problem that widens the wealth gap and delays your life. Click below for more.
Designing a Financial Wellness Offering
Financial stress is a massive burden to employees and their employers and existing solutions don’t fix the entire problem. You can’t just app-ify people’s way […]
Benchmarking and Monitoring Retirement Readiness
401(k) Workshop: Financial Wellness and Beyond Retirement readiness typically refers to being financially prepared for retirement, or the degree to which an individual is on […]
Estate Planning: Don’t Forget Your Pet!
If you are part of the 68 percent of U.S. households that own a pet[1], you probably think of it as a true member of […]
Turning Monetary Gifts into Learning Experiences for Children
Most parents want to help their children financially, but not by handing over cash with no strings attached. Helping your children learn how to be […]
The Power of Charitable Remainder Trusts
Do well by doing good A growing number of individuals and families want to use some of their wealth to support the causes and organizations […]
Instilling Financial Habits in Children
Instilling in children good attitudes about working, earning, saving, and investing is an important part of being a parent. Teaching your kids about money is […]