“The Number” was published early this year with a huge marketing budget as well as stellar reviews from the Wall Street Journal and New York Times. The book, written by former Esquire editor Lee Eisenberg, focuses on our latest and greatest taboo: the financial needs of retirement. Yet, given all the professional accolades, judging by the reader feedback on Amazon, for every reader who has enjoyed the book, there are four or five others who think the money spent on it should have gone directly into a retirement plan instead.
Forget about what you will earn. If you put the client first, you will reap the benefits.
An attorney looks at the interpretation of this exclusion that was approved as part of the SEC's advice-standards package.
The report from Alight Solutions found that participants are not using TDFs as they were intended to be used.
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