Financial Wellness Month

Financial Wellness Month

As a new year begins, many of your employees are thinking about life goals. That makes January’s Financial Wellness Month a great time to introduce them to the concept of behavior change as the way to take control of their money. Real change can’t be...
Happiness and Repurposement

Happiness and Repurposement

(Republishing a post originally published in 2017.) Just finished the book “Happiness by Design” by Paul Dolan (with a forward by the great Daniel Kahneman). I’d highly recommend the book to anyone who wants to take a deep dive with Behavioral Finance and Behavioral...
4 Reasons to NOT participate in a 401(k)

4 Reasons to NOT participate in a 401(k)

There are at least (4) Reasons some employees may NOT participate in a retirement plan… but do they hold water? In 1991, they published a book called “DOS For Dummies.” It was a how-to book that explained a topic in the most simplistic of terms. It sold. And...