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Avoid These 5 common Medicare Mistakes | Evan Levine | Pulse ...

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Are you signed up for Medicare? Medicare will help you cover certain healthcare costs, but you must pay for the privilege. Many people roll ...

Benefits of a 401k Advisor | Evan Levine | Pulse | LinkedIn

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401k plans need financial advisors. A plan I dealt with briefly had more than half its assets in a GIC fixed annuity. Why on earth would the ...

Beware of Yield Fixation | Evan Levine | Pulse | LinkedIn

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I listen to the radio commercial in my car which goes something like this: "For years David Lerner has been providing steady income to our ...

Cruising On Autopilot Checking The Engine | Evan Levine | Pulse ...

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In our last post here, I pointed out the importance of featuring managed portfolios, usually target date funds, in 401k line-ups as research has ...

Estate Planning Documents that are Needed | Evan Levine | Pulse ...

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64% of Americans don't have a will. Are you one of them? If you pass away without a will, it means you have died “intestate”. When this occurs ...

Hillary Clinton, Donald Trump and your 401k | Evan Levine | Pulse ...

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With less than a week to go before the election, many 401k plan sponsors may wonder how the outcome may affect their plan. I have seen all ...

Tax Changes for | Evan Levine | Pulse | LinkedIn

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Each year a group called "Brokers Service Marketing" sends me a very handy two page summary of tax changes. Some of the notable, albeit ...

Why Investments Beat Gold | Evan Levine | Pulse | LinkedIn

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I am presenting to a group of 401k participants outside of Washington D.C for a review of their investment line-up. A person sitting near the front ...

Your 401k Plan's Emotional Bank Account | Evan Levine | Pulse ...

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Stephen Covey was an American author, educator, businessman and public speaker who passed away in His most favorite book, the ...

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