In the realm of retirement plan oversight, the roles of 3(21) and 3(38) advisors stand out for their critical contributions to fiduciary responsibility and risk management. Understanding these roles and leveraging our expertise as a 3(21)or 3(38) advisor is key to enhancing your retirement plan's effectiveness while mitigating fiduciary liability.

Taxable brokerage accounts are great and shouldn’t get a bad rap (and I am willing to die on this hill). Taxable brokerage accounts tend to be considered less than favorable, but why does my opinion differ from popular belief?

Which is the better financial move in 2024: renting or buying?

In today’s rapidly changing world, I consider it essential to keep ourselves informed about the forces shaping our economy and financial markets. One book I recently re-read is a must-read for gaining a deeper understanding...

The introduction of the SECURE 2.0 Act marks a significant step forward in retirement planning for individuals and financial incentives for businesses. This legislation builds upon the foundations laid by the original SECURE Act.

As a CFP, a common query I encounter is whether to opt for traditional (pre-tax) or Roth (post-tax) retirement accounts. It may seem like an easy question that any entry level financial advisor could answer, but there is nuance.

As we close the chapter on 2023 and start 2024, I want to take a moment to reflect on the journey we've navigated together and look forward to the path that lies ahead.

In our ongoing efforts to keep you informed about important financial concepts and their implications, today we're going to delve into the topic of U.S. unfunded liabilities and a potential fix.

The discrepancy between payroll and household surveys reveals a significant gap in employment data, with implications for the overall health of the job market and economy.

As we embrace the new year, it's an opportune time for businesses to refine and strengthen their employee benefits strategy, with a special focus on 401(k) plans. A robust 401(k) plan is not just a tool for employee retirement...