People often put off making decisions for a variety of reasons. For decisions about saving for retirement, the main reason often comes down to complexity. Many people don’t know where to start in saving or have other influences competing for their time and money. So, the easiest solution is often…
Fluent in Fiduciary
Why More Employers are Focused on Financial Wellness
by Kathy Duffy, on 02.28.2017It’s no surprise to discover money is a leading source of worry among individuals. A PwC survey of workers in 2016 found over half (52%) said their current financial situation is stressful. What is newsworthy is that financial stress is increasing. The number of people reporting financial stress in…
Mutual Fund Share Classes and Alphabet Soup
by Kathy Duffy, on 02.23.2017Do you know what mutual fund share classes are? And why they’re like alphabet soup? Click below to find out!
Women Have a Steeper Climb to Retirement. Let’s Make it Easier.
by Kathy Duffy, on 02.08.2017Articles about financial differences between women and men often focus on the wage gap. But there’s another gap between the sexes that’s related to income and just as important to discuss. Let’s call it the retirement readiness gap. According to recent statistics, the majority of individual workers face an uphill…
3 Key Terms to Keep Plan Sponsors from Going Crazy!
by Kathy Duffy, on 01.31.2017401(k) terminology got you confused? Watch our easy explanation of three of the most confounding terms.