Wall Street Won't Provide 401k Help

Helping You With Your Retirement Where Wall Street Won’t

After about 20 years of working as financial advisors and helping people reach retirement, Kevin Conard and I knew the financial services business model was broken. No -- more pointedly – we knew Wall Street was broken. Don’t believe us?...

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Study Abroad at 37? How to Hoard Cash for Return to College

This is part two in a three-part series addressing how people can save for college or reduce or eliminate student loan debt.  In our first post, we shared some tips that are “better than faking your death” to pay off...

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401k Management Requires Dissection

What Do an Appendectomy and 401k Management Have in Common?

Picture this. You start to feel a dull sense of pain around your belly button that shifts to your lower right abdomen. Within just a few hours the dull pain has escalated to a sharp pain that can no longer be...

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Diversification Definition - Choosing More Than One

Popular Timberlake Love Song Works as Diversification Definition

We’re back with another edition of Retirement Jargon Sampler! Here’s where we break down all the daunting terminology associated with 401ks through the use of some of America’s favorite tunes. Today's hit serves as a diversification definition. You might’ve already...

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Eggs Need Diversification Beyond One Basket

Why Diversification Matters in 401k Management

“In the world of investing nothing is as dependable as cycles” – Howard Marks, Oaktree Capital chairman We want to illustrate the randomness of markets and why diversifying is a good idea. We put together the following chart to do...

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