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Three Big Misconceptions About Retirement Plans for your Business

For small business owners, it’s a great feeling when you’ve grown your company to the point of being able to offer comprehensive benefits, especially a quality retirement plan, to your employees. A retirement plan benefit is also a great  way to attract and keep talented team members.… Read the rest

Why TIAA-Cref, Why?

Financial Services for the Greater Good is the tagline for TIAA-CREF – the largest financial services firm serving educators. One would think that by saying greater good they would mean society as a whole – instead it appears to mean their pocketbook!… Read the rest

On the Importance of Responsible Business

After formally entering the field of socially and environmentally responsible investing in the past year, I am intrigued as I observe the volume and variety of discussion in the media directly and indirectly relating to this topic.  After a 25+ year career in corporate finance, and while engaged in a second career in coaching and psychology, I learned about the triple bottom line philosophy.  … Read the rest