Download The ChecklistTo Roth or Not to Roth:A compelling feature of a 401(k) type retirement plan has always been the opportunity to contribute money from your current income on a pre-tax basis today - let it work for you over the years - and then pay taxes on the accumulated balance as you withdra...

Download The ChecklistAuto-Enrollment and Auto-EscalationWhen we think about the important goals we’ve reached in our lives, like graduating from college or achieving a career milestone, the journey likely took time, perseverance, and a whole lot of hard work. But the payoff in the end are the...

Download The ChecklistWhether retirement plans are core to your practice or part of a larger strategy to help clients, you’ll compete more effectively if you successfully communicate how you differentiate yourself from other advisors. From the perspective of many business owners, most financia...

Download The ChecklistIt’s Not a One-Size-Fits-All WorldThis won’t come as a surprise, but we all have different tastes and needs. The examples are all around us. Take TV, for example. To me, it means movies. To you, it might mean sports or news. But that’s ok because we can custom...