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Posts From Christopher Carosa, CTFA

3 Retirement Risks 401k Participants Need To Know About But Don’t

    3 Retirement Risks 401k Participants Need To Know About But Don’t

When it comes to retirement anxiety, it’s best to set aside all those matters that fall outside your ability to manage. You can’t change everything. Focus instead on what you can change.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/13/22

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/13/22

IRAs aplenty and down markets generate lots of you know what.

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A Purpose-Driven Retirement Shifts Pre-Retirement Anxiety To Post-Retirement Bliss

    A Purpose-Driven Retirement Shifts Pre-Retirement Anxiety To Post-Retirement Bliss

Therein lies the twist to this tale. Once you cross the threshold of retirement, the anxiety quickly melts away. How can this be?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/6/22

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/6/22

Of all the problems, the DOL chooses to focus on this one, why fiduciaries hate change, and investment reality bites.

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What Presents The Greatest Retirement Risk: Inflation Or Sequence Of Returns?

    What Presents The Greatest Retirement Risk: Inflation Or Sequence Of Returns?

Right now, those nearing or in retirement must confront the twin troubles of inflation and falling markets. One of these events, however, is worse than the other.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/29/22

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/29/22

Regulators regulating, multi-tasking, and pushmipulya fee.

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Exclusive Interview: Robert Weiss Says We’ve Become ‘A Nation Of Watchers’

    Exclusive Interview: Robert Weiss Says We’ve Become ‘A Nation Of Watchers’

You probably need three to five to 10 videos for each one of those topics or personas that you have. You might have one topic that somebody who is in their early twenties versus their early fifties, is looking at very, very differently.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/22/22

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/22/22

IRS, Reg B-I, & Inflation

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401k Education Without Walls And Beyond Boundaries

    401k Education Without Walls And Beyond Boundaries

It’s been around for a while, but NetFlix et al have made ‘binge-watching’ a social norm. Is this habit about to trickle down into 401k education and financial literacy in general?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/15/22

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/15/22

Government in the retirement business, fiduciary censorship, and more on investment fads.

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