Therein lies the twist to this tale. Once you cross the threshold of retirement, the anxiety quickly melts away. How can this be?
Posts From Christopher Carosa, CTFA
Of all the problems, the DOL chooses to focus on this one, why fiduciaries hate change, and investment reality bites.
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.
Regulators regulating, multi-tasking, and pushmipulya fee.
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.
IRS, Reg B-I, & Inflation
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?
Government in the retirement business, fiduciary censorship, and more on investment fads.
Today, more and more plan providers are thinking “inside the box,” trying to spice up employee meetings by throwing a good dose of entertainment in with the education.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/13/22
IRAs aplenty and down markets generate lots of you know what.