Commentary

A goal for the post-virus recovery program should be the effective implementation of a workplace-based retirement option.

Let's plan for the worst (no guidance from Treasury) and hope for the best. Meanwhile, here are some ideas to consider.

You might be tempted to come up with a solution immediately, as they talk with you. Don't.

Clients are using Zoom and similar tools like never before, so advisors should be connecting with them this way, too.

We need a new plan design that creates an intuitive fit between people's health insurance and the way they actually use health care.

Just as people may have forgotten what a bear market feels like, so, too, have they forgotten the dangers of marketing timing.