As a financial advisor to small business owners and their families I spend a lot of time consulting on retirement plan design, implementation, education, compliance and monitoring. With the new DOL rule (or not so new for some of us who have been fiduciaries for a while) the entire focus has been on fees paid … Continue reading Forget Fees – it’s all about Plan Design for Small Business Retirement Plans
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The Power of Grinding It Out
My daughter is a competitive swimmer. When I’m not helping clients, I spend the majority of my time “Ubering” her around to practice and meets. Meets are usually an all weekend event. Swimming is a demanding sport from a time, dedication, and physical perspective. She loves it – most of the time. Lately, it’s been … Continue reading The Power of Grinding It Out
Delaware Drops to 40
According to the most CNBC - Delaware ranks 40th best place to do business in the country. Not exactly a great grade and if my memory serves correctly, this state has been in a downtrend for quite sometime (to use a stock term). Delaware has been searching for the next Financial Services Act (that Pete … Continue reading Delaware Drops to 40