Customer Service – What do YOU expect?
The other day, a customer thanked me for being so kind on the phone. I thought that was odd. After all, it is my job to serve our customers. If I wasn’t kind to them, how would that be considered customer service?
Father of the 401(k) to son: What a mess I made of you!
The fathers of the 401(k) plan as we know it today never intended it to replace the traditional pension plans most workers used to enjoy. But that’s exactly what’s happened over the last 30+ years. That’s what these individuals recently told the Wall Street Journal.
No Blood, No Money Trusts
Many of our clients want to make sure that their assets stay in the family after they pass away. In order to eliminate any potential risk to your wishes, we use trusts.
I Love My Four Kids, But…
I have 4 kids. Two are in college and 2 are still in high school. As we were all sitting at the same table recently for Thanksgiving, I thought to myself, I really love having my kids around, even if it’s only for a few short days during Thanksgiving break.
Hillary, Donald and The State of American Health
Health, or the lack of it, seems to be on everyone’s minds these days. Is Hillary sick? Is Donald overweight? Are they more or less healthy than past candidates? Their respective political machines are advancing theories on an hourly basis, it seems.
The Rio Olympics, Gold Medals and Your Retirement
Imagine you just won a gold medal at the Rio Olympics that no one expected you to win. You’re a Cinderella story. When you finally get home after a whirlwind celebration, you have incredible offers from a whole bunch of sponsors who want to pay you big bucks to be their smiling spokesperson.
Happy Interconnectedness Day
July 4th is coming up fast. Independence Day…the day we declared we’d be bound no more to the English.