Monthly Archives: July 2023

When I was at law school at American University Washington College of Law, I was the Executive Editor of The American Jurist, which was the student news magazine for my final year of law school. I wasn’t a particularly fond … Continue reading →

About 20 years ago, there was a medical report that dental plaque could cause heart disease. The cynic in me tells me that this was some sort of dental conspiracy to increase revenue as fluoridated water and other dental hygiene … Continue reading →

As Stone Cold Steve Austin said once: “Don’t trust anyone.” I’m not that severe in thought, but I do have a mistrust of people. That’s perhaps why I take issue with allowing participants to self-certify that they are entitled to … Continue reading →

CBIZ, Inc. announced that it has acquired American Pension Advisors, Ltd. American Pension Advisors provides retirement plan consulting and administration assisting more than 1,200 clients in the design, implementation, and administration of all types of retirement plans including 401(k), 403(b), … Continue reading →

A new finding from Pontera shows that financial advisors prefer 401(k)s over individual retirement account (IRA) rollovers. Pontera’s survey shows that 59% of surveyed advisors chose not to roll over a client’s 401(k) into an IRA or another account due … Continue reading →

With my son graduating high school and listening to where other kids are going for college, it seems there were a lot of parents who did a lot of bragging about how well their kids were doing, but the college … Continue reading →

I’m one of those people who like brokerage accounts where I can buy fractional shares and securities for as little as $1 or $5. That’s why I have Fidelity and SoFi brokerage accounts. I was contacted by SoFi that I … Continue reading →

I would have this recurring nightmare when I was younger, when I would dream that I was back in school, didn’t attend class all semester, and the final for the class was that day. I later learned that this was … Continue reading →

Bank of America released its 2023 Financial Life Benefits Impact Report. The study showed that the average 401(k) account balance among men is 50% greater than women’s overall ($89,000 vs. $59,000). However, the gender gap is closing among younger generations. … Continue reading →

Yale University won a 403(b) lawsuit filed against them, by Jerry Schlicter’s office. The suit was filed by Schlicther Bogard LLP, in August 2016. The lawsuit claimed that employees paid excessive recordkeeping fees in addition to selecting and imprudently retaining … Continue reading →