If you are not happy with the below results, you may try another search.
We have found some results with the word you searched.
Do you need to do anything before year’s end in anticipation of the newly reconciled tax bill, likely taking effect January 1?
Bernie Madoff. Hard-driving insurance salespeople. Mutual-fund salespeople in advisor’s clothing. There are plenty of reasons to distrust financial professionals.
If you’re a woman in tech, you’re likely interested in Socially Responsible Investing. You’re affluent, highly educated, and female. The exact demographics most interested in SRI. Which is to say, my clients.
I recently read the book Essentialism: The Disciplined Pursuit of Less, by Greg McKeown. To vastly simplify it: time is a finite resource, spend it well. As I read it, I was struck by how this book’s philosophy and recommendations translate darn near exactly into effective financial planning.
I’d like to think that 401(k)s at high-tech companies would be inexpensive to administer, provide employee-friendly interfaces, and be full of broadly-diversified, low-cost funds.