When the Message is Clear

I was doing a 401k education and enrollment session at one of the health care clinics I service. One of the attendees was especially attentive and she was taking very detailed notes. After finishing the presentation, she approached me for some more information: “I...

Bitcoin, Buffet, and Bubbles

What We Know Bitcoin – Selling off 20% today after a meteoric rise.  But what is it? Some new store of value? New mode of transacting? How is it priced? I don’t know it well enough to explain it. And I don’t care. It hasn’t been around long...

Retirement Plan Differences

Retirement plan accounts such as IRAs, qualified pension, or 401k Plans, all enable participants to grow money tax deferred. Yet distribution options, protection from creditors, beneficiary designations, and contribution limits can vary significantly by Plan type. The...

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