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Chicago Financial Planner: Why Should I Care if My Financial Advisor is a Fiduciary?

Clients should care if their financial advisor is a fiduciary. As a client I would want to know that my financial advisor is taking my best interests[...] read more »
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Chicago Financial Planner: Why Are You Running Your Company’s 401(k) Plan?

Effectively managing a 401(k) plan involves taking the time to select and monitor the investments, overall plan expenses, as well as the fees and per[...] read more »
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Chicago Financial Planner: 2010 The Year of the Fiduciary?

In the wake of the carnage caused by the recent stock market downturn, much has been written and proposed surrounding the idea of fiduciary standards[...] read more »
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Why Is Your 401(k) In Trouble? Because You Don’t Have Time To Read This Post » The 401(k) Fiduciary Advice Blog

Our lives are as busy as ever. Family, school activities, committees, church, associations…oh, and that job thing too. These are the days of never re[...] read more »
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Chicago Financial Planner: Financial Advisor Credentials

The Wall Street Journal recently ran an article “Is Your Advisor Pumping His Credentials?” The article discussed how some of the initials that some a[...] read more »
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Choosing a Financial Planner

Many people have only a rudimentary idea about what the financial planning process truly entails, let alone how to choose a well-qualified financial [...] read more »
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401(k) Investors: Keep Retirement Planning Simple » The 401(k) Fiduciary Advice Blog

Keep it simple, retirement planning does not need to be complicated. read more »
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The Plan Participant: Does Your 401(K) Plan Rate Well and Charge You Reasonable Fees?

A new blog I ran across looking at ERISA from the participant's perspective. read more »
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