When Was the Last Time You Reviewed Your 401(k) Plan?

Do you run a small business that provides a 401(k) plan benefit for your employees? Do you ever wonder if you are following all the right steps to ensure that you are meeting your fiduciary responsibilities as a plan sponsor?

Stop Doing That!

We all need people in our lives who have the courage to let us know when we've done something we shouldn't. It's equally wise to have an Advisor who can speak truth to you when it comes to your finances.

What Makes You Cry?

As someone who works at a financial planning and investment management firm, I think itÆs a question we should probably be asking our clients more often.

Who Really Needs a Financial Advisor?

The truth is, I donÆt think everyone needs a financial advisor. In my limited time in the industry, here are some of the reasons I think working with a financial advisor might be a good idea.

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