Alice Tang, Advisor: Generations Serving Generations
If you know Alice, you love Alice. She will push you and make you better, gently and yet very firmly. Alice Tang started her financial advisory career in 2000, helping clients define their relationship with money and move toward achieving financial freedom using her financial planning process and leveraging tax-advantaged strategies. Many of her clients are female business owners and executives. Alice shares her current thoughts here.
Grant’s Go-To’s: Mining 2020 Defined Contribution Surveys for profit and pleasure
What can state Auto IRA programs learn from 2020’s top Defined Contribution studies? Grant Boyken takes a look and gives some tips.
Grant’s Best Practices: Industry Trends in Equality (Inequality?)
Retirement Security Innovation - fresh research: this week we turn our attention to pieces that bring into focus the current state of retirement security in the U.S.