Michael Brown

Why Gen X is Unprepared for Retirement, and What We Can Do About It

It’s been reported that $30 trillion will be transferred over the next 20 years from the Boomers to Generation X. While that number represents a staggering transfer of wealth, it also begs the question: Is Generation X properly planning for their financial future, regardless of whether they stand to receive any amount of wealth from their parents? In full disclosure,…

Read More→

Bill Pohrer

Start Talking About Your Money

The public is exposed to a daily barrage of messages about money, investing and retirement planning. These range from news stories about the future of social security, commercials about how long you may live and ongoing commentary about potential market impacts resulting from troubles overseas. Yet with all this chatter, a recent Fidelity survey as discussed in The Philadelphia Inquirer…

Read More→

John McArthur

How Different Are Today’s 401k Plans from the 1980s?

As it turns out, today’s 401k plans are very different from the original version that was rolled out in the 1980s. Krilogy Senior Partner and Chief Investment Officer, John McArthur, recently provided his commentary for a story in Fiduciary News, an outlet covering news and information for the professional fiduciary. The article, titled “5 Dramatic Ways 21st Century 401k Plans…

Read More→