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Tag: Dire Straits

Beautifully Designed 401k Plans: Rare as Hen’s Teeth

As a financial planner, I’ve seen many a 401k plan in my day, and I’m here to tell you that the vast majority of them are not pretty, while some are even downright ugly. Admittedly, that’s a mighty broad brush full of awfully harsh words, and I’d surely prefer to […]

Shame Shame Shame on the Estate Planning Industries — and Me Possibly Lending a Helping Hand

Every once in a while you hear yourself say something to someone, and then, inside your head, you immediately hear yourself saying to yourself, Never again: I must figure out a way to be able to never say that again. Years ago that happened to me when I worked at […]