December 28, 2014

The following article was originally published at Forbes on 12/22/14. 

 

By Robert Schmansky, CFP®

 

A rule of thumb that savers are often advised to adhere to is that it is important to maximize contributions to workplace retirement planbefore considering investing elsewh...

December 4, 2014

Great question, this is an area I really enjoy making sure people get off saving on the right path. 

 

Your question involves a number of variables including your current and expected future income, your investment options in your employer plan (your ability to diversify...

December 6, 2012

First off, if this situation applies to you then let me say… “Congratulations!”

 

You’re doing a great job of saving for your future, and it will be well worth it down the road.

For many, saving to your employer plan may not be enough. You may have progressed in your care...

July 11, 2011

About once a year I like to reintroduce my plan to better educate and service investors of the trillions of dollars in employee workplace savings plans. It’s a simple solution that would boost account balances, decrease employers expenses, and stop the insurance lobby...

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