Don’t Stress Your 401(k)

“Don’t stress, Dad.”  I hear that from one or both of my teenagers once a day. Last August, Charles Schwab released a national survey of 1000 company 401(k) retirement plan participants. A partial list of the survey results is listed below. 89% of survey respondents...

Is Your 401(k) on Your To Do List?

I have always been a big “to do” list guy.  I have a business “to do” list and a personal list. I even have a list ready for the next time I spend time with my Dad. I enjoy making lists of all the tasks that I want to complete.   I love the...

Mental Accounting Investment Problem

We all have Minnesota friends or relatives who are not good with numbers. You may even be willing to admit that you fall into that category as well. Most people laugh off their lack of mathematical ability and go on with their life.  But when a handicap with numbers...