3 Warnings for 401 (k) Plan Trustees

We all have “idiot lights” on the control console of our car.  Most of us have had the check engine light come on and thought, “Everything seems fine, I will deal with it later.”  Sometimes that works out, sometimes it doesn’t. There are a few warning signs that your...

3 Differences for Right Trackers

“If you don’t know where you are going you might end up somewhere else.”  Yogi Berra People who are on the right track for retirement are different.  According to a study by Lincoln Financial: 71% have created a financial plan; 98% are focused on the future; and, 78%...
Team Axiom New England Parkinson’s Ride

Team Axiom New England Parkinson’s Ride

It was a beautiful, sunny day Saturday, September 10th at Old Orchard Beach, Maine.  My two children, Lena (16), and Nolan (14), and me, along with Axiom associate, Stuart Bronson, and 3 riders from our valued vendors were part of the international team of Team Axiom...

Who Really Benefits from a Legal Settlement?

An attorney friend of mine often repeated the story of the lawyer who saw an auto accident.  He said, “I saw the whole thing!  I can represent either side!”  In the past year or so upwards of $60 Million have been paid in settlements from retirement plans after the...