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The True Legacy of Ben Franklin’s Last Will and Testament

    The True Legacy of Ben Franklin’s Last Will and Testament

Why did Philadelphia’s fund grow slower than Boston? Davis says, “If they had been invested for the same time at the same rate, there would be no difference, so it would appear that Philly got lower returns on funds invested than Boston.”

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A Last Minute 5 Point Checklist Once You’ve Decided Whether to Convert to a Roth

    A Last Minute 5 Point Checklist Once You’ve Decided Whether to Convert to a Roth

After you’ve done your preliminary analysis and are ready to pull the switch to convert, there’s one more thing you need to do. Actually, there are five more things to do, and we present them in this concise checklist.

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5 Reasons to Convert to a Roth

    5 Reasons to Convert to a Roth

The growing popularity of using Roths makes converting to them an option worth considering. Here are five reasons to convert to a Roth, four of which you rarely read about.

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401k Rollovers: To Roth or Not to Roth – 7 Fiduciary Questions

    401k Rollovers: To Roth or Not to Roth – 7 Fiduciary Questions

According to the Investment Company Institute, only 1.9% of all Roth IRAs are rollovers. Why aren’t more opting to rollover into Roths?

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7 “It Depends” Reasons to Avoid Converting to a Roth

    7 “It Depends” Reasons to Avoid Converting to a Roth

There’s more to converting than meets the eye. It all depends on several factors you might not be things about (but should). Just in case you might have missed one, we’ve provided you a list to quickly scan.

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The Folly of Risk and the 401k Fiduciary

    The Folly of Risk and the 401k Fiduciary

Many professionals and most of the current generation of finance professors have long ago removed “risk” from their investment decision-making algorithms. These forward-thinking folks recognize the greater importance of managing retirement saver behavior over managing irrelevant investment risk as it pertains to meeting or exceeding the goal of retiring in comfort.

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How a Fiduciary Can Assess a Retirement Investor’s GOT

Now that you’ve determined your Goal-Oriented Target, discover what it means.

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Why Healthier Retirees Reject “Off-the-Shelf” Retirement and Seek to “Do Something”

Sometimes you just gotta do what you gotta do.

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Warning: Be Prepared – “Black Swan” Events can Alter Retirement Expectations

Sometimes life happens on the way to a well planned retirement.

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