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The Dentist is in

About 20 years ago, there was a medical report that dental plaque could cause heart disea...

I dislike self-certification for hardship distributions

As Stone Cold Steve Austin said once: “Don’t trust anyone.” I’m not that severe i...

Speak up, kid, because no one else will

I was a timid kid, growing up. I’d say it was because my mother was a narcissist and my...

Indiana Jones and the Missing Audience

I saw Raiders of the Lost Ark in 1981 in the movie theaters, when I was 9, in the days th...

CBIZ buys TPA

CBIZ, Inc. announced that it has acquired American Pension Advisors, Ltd. American Pen...

Survey shows advisors avoid rollovers

A new finding from Pontera shows that financial advisors prefer 401(k)s over individual r...

They may brag, but they may not have

With my son graduating high school and listening to where other kids are going for colleg...

Check those statements

I’m one of those people who like brokerage accounts where I can buy fractional shares a...

I’ve got nothing is no answer

I would have this recurring nightmare when I was younger, when I would dream that I was b...

BOA shows gender gap

Bank of America released its 2023 Financial Life Benefits Impact Report. The study sho...