Full Resource List
We write on practical, thoughtful, well-sourced topics that apply to our clients written by David, Alishia and other humans--not AI.
Below is our full list of resources. Click on the tags in each post to see more on that topic.
Will Your Retirement Need a Bailout, Too?
In 2022, the Biden administration announced $36 billion in COVID-19 money would go to Teamster union pensions in the Midwest and Texas. Pension funds are troubled and need fixing. Wall Street, bad regulations, short-term thinking, and mismanagement play a big role. But let’s not assume it’s easy to run a pension. Pensions have the same huge issue you do with your own retirement plan. It’s the number one worry of my clients and the primary reason people seek a financial planner.