Our Writings

May 2016 Monthly Recap



If you are looking for something to do now that the weather is warming up, it’s an exciting time to visit the Columbus Zoo and Aquarium! The  polar bear cub, Nora, was born there this past November, and visitors now have the opportunity to see her. (READ MORE)

Retirement Study

A study by GOBankingRates.com found that one in three Americans has nothing saved for retirement. Women are 27% more likely than men to have no retirement savings. Experts say everyone should start preparing for the future as soon as possible. (READ MORE)

The DOL’s New Fiduciary Rule

On April 6, the Department of Labor finalized its long-awaited fiduciary rule for retirement plan investment advice. Under this rule, all financial advisors to retirement plans are required to act according to a “fiduciary” standard. (READ MORE)

Getting Workers To Save

Getting people to save enough for retirement—it’s a simple-sounding goal, but it’s not easy to execute. Three panelists at the NAPA 401(k) Summit offer advice. (READ MORE)

Debt Reduction Mistakes

Which key mistakes prevent people from paying down their debts? Eight tips on what to do to fix them. (READ MORE)

Stock Market Indexes

You’ve seen headlines reporting that a particular stock index is up or down. Do you know what an index is, and how understanding the nuts and bolts of a specific index may be helpful to you? (READ MORE)

Posted in: Newsletters

Share this :

Comments are closed.