Insights to Empower Your Financial Journey

EARN Act: The Good, the Bad & the Ugly

On June 22nd, the Senate Finance Committee unanimously passed the Enhancing American Retirement Now (EARN) Act, which will be combined...

Are Cryptocurrencies Prudent 401(k) Investments?

The recent news that Fidelity, one of the nations largest 401(k) recordkeepers, will allow Bitcoin as a 401(k) investment in their client...

Introducing the NEW 401(k)!

Innovative communities shouldn't be stuck with a traditional 401(k). Northeast Wisconsin businesses can bring their retirement plan to a...

Whose Game are You Playing

Gamification, the practice of encouraging desired behaviors through leveraging your human inclination to win, is everywhere. It drives...

What's in an Index?

It seems everyone has an opinion on everything these days, but investing in a low-cost index fund seems like an almost universally...

The 401(k) Information Gap

In my experience, plan fiduciaries often assert “facts” about plan services that simply aren’t representative of the investment services...