Logica Research conducted an online survey in May of 1,000 U.S. 401(k) participants, who worked for companies with at least 25 employees, currently contributed to their 401(k) plan and were between 25 and 70 years old. The results of the survey were published by...
I have had to deal with this issue frequently over the last few years. I thought that individual investors would be interested in the resource that has made me more aware of the effects of aging and making financial decisions. I found a recent health and retirement...
What a difference a few weeks can make. During the last nine-plus years of stock market advances, my conversations with individual company 401(k) investment advice clients were focused on building their company 401(k) retirement plan account balances. In the last few...
More and more companies are offering financial wellness programs to employees. That is the good news. The bad news is that a recent study published by Bank of America Merrill Lynch found a huge gap in what companies are offering and what individual company 401(k)...
A client of mine owns several banks across several Midwestern states. He recently sent me a copy of a banking industry report that shocked me. The publisher of this report is a company called Raddon, which is owned by Fiserv. Raddon works exclusively with financial...
When your cell phone battery needs recharging, you find a place to plug it in. When the check engine warning light goes on in your car, you take notice. When a routine doctor visit finds a condition that requires immediate follow-up, it gets your attention. The “cost...
