
This blog is intended to educate, enlighten, amuse and ( hopefully) persuade. It is not my intention to annoy, or insult or provoke the reader. However, in the current hyper-sensitive political and economic environment, I am pretty sure that some of my posts, or my guest bloggers’ posts, will rub readers the wrong way. My overall intention is to try to have the reader look at current economic and/or geopolitical things in the news in more depth, and think about the potential implications…
Recent Posts
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Smart Strategies for College Savings and Financial Support
Planning for college can feel daunting, especially as tuition and related costs continue to rise. Still, with a thoughtful approach and an understanding of the financial tools available, families...Read more -
Why Employee Classification Matters for 401(k) Compliance
Quick Summary: Employee classification plays a critical role in keeping a 401(k) plan compliant and functioning as intended. Misclassifying workers can lead to eligibility errors, failed IRS...Read more -
Financial Literacy Month Guide To Understanding 401k Plans
Financial Literacy Month is an ideal time to simplify how 401(k) plans work so employees can make smarter decisions about their future. When key terms are clearly explained, individuals are more...Read more -
Financial Literacy Month And Smarter Money Decisions
Quick Summary: Financial Literacy Month in April is a valuable reminder to strengthen your understanding of personal finance and make more informed decisions. Building financial literacy supports...Read more





