Retirement plans aren’t free. As a business owner, it’s easy to understand, but what are the real costs? What are we paying for and why? These are great questions and…
Everything these days seems to be automated from reminders for doctors’ appointments, to bill paying, to (something clever). And why not?! Automation is the future, but does this apply to…
As humans age, we age with complexity and it’s a priority that we make frequent visits to the doctor. Normally, we all go to the doctor for yearly checkups; checkups…
Several of the industry’s large record-keepers have recently announced partnerships with financial wellness vendors to bring directly to their plan clients. For example, T. Rowe Price recently partnered with Smart…
I don’t know about you, but I love making a to-do list when I start thinking about the future; it helps keep me focused and motivated. All too often, if…