Well, after a pretty strong 2019 we’re truly in the toilet, economically speaking. The still active COVID-19, protests over police behavior and BLM, and the shut down/open up/shut down again guidance from our elected officials have pretty much guaranteed this is...
While teachers likely don’t read the Wall Street Journal, that newspaper does some very solid investigative reporting, and on October 2019 they reported on one such investigation around the high cost of many 403(b) retirement plans. Costs were sometimes much higher...
Mark Olson, one of our seasoned CFO contractors and an experienced CPA, had a horrible experience recently when his ID was duplicated and used to defraud him out of thousands of dollars. How his long-time bank, Wells Fargo, dealt with it was so wrong and so...
The title of this short piece is the mantra that I always give to our nonprofit clients and to board members of organizations on whose board I’ve been privileged to serve. It is a fact of mission and purpose that a nonprofit organization doesn’t get...
A few years ago I wrote a book on financial mastery for teachers at the request of a client of our firm that publishes textbooks and learning materials for teachers. One of the chapters dealt with wise use of 401(k) plans for retirement savings and investing, the...
This organization is actually working hard to keep its members’ information private – even from its members! Easy to enroll and send money, but requires THREE NOTARIZED DOCUMENTS sent to them before I can actually get any account information – OR...
