Cross-Selling is when a financial institution incentivizes their employees to sell or recommend financial products and services that increase the financial institution’s profits. The practice is as commonplace as it is fraught with conflicts of interest.
“Has the focus on expense ratios caused the public to lose focus of more critical financial measures, such as performance?” Actually, expense ratios and 12b-1 fees should get even more attention than they are getting. Here’s why.
On Tuesday, April 9, 2018, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss how to achieve success and significance in retirement by both adequately savings for retirement and finding fulfillment during that period of your life.
The average worker will have a dozen employers and work at each job for less than four years. Your career is now your responsibility, and so is your retirement plan. Allow this 2010 article to be your lifetime Human Resources Department guide to being financially prepared.
We recommend that you fund your Health Savings Account (HSA) to the maximum limit each year and that you keep funding it to the maximum as long as you can no matter how much money you have in the account.