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IPod R.I.P.

The iPod and the iTunes store were the products that saved Apple. I remember in the 1990s before Steve Jobs came back, there were talks that Apple was doomed. It was iTunes and the iPod that began the resurgence of Apple, which also led to the iPhone and iPad...

401(k) dangers? It doesn’t have to be this way

Thalidomide was supposed to be the wonder drug that helped women manage morning sickness until they discovered it caused birth defects. Asbestos was supposed to be the ultimate fire-resistant material that was later found to cause mesothelioma when produced o...

Need to communicate better with Start Up Credits

We live in a day and age where information is at our fingertips. Anything we want to know...

Yes, student loans impact deferral rates and account balances

A recent study showed that student loan debt has a negative impact on deferral rates and ...

Ascensus and American Funds bring PEP to market

Ascensus and American Funds have finally brought their pooled employer plan (PEP) to mark...

CITs in 403(b) plans need to be a thing

Collective Investment Trust investments were supposed to be a thing for 403(b) plans. It ...

One America is now One America Financial

OneAmerica Financial Partners Inc. announced a rebranding to OneAmerica Financial from si...

Verify the resume is true

Thankfully, it’s been about 13 years since I’ve had a resume. It wasn’t a fun job a...

The Cash-out Limit change is a no brainer

For over 25 years, the involuntary cash-out limit was $5,000. Now, we have an increase. A...

Those autographs are worthless

My son is a big sports nut, bigger than I’ll ever be. I indulge him with autograph even...