Great post on a situation, unfortunately, seen far too often. As Rick Ferri says, "Complexity is job security." The "less is more" message is one more plan sponsors should follow
Couldn't agree more, and it really has me scratching my head based on how many advisors seem to push complexity on their clients who neither ask for nor want it.
Great post on a situation, unfortunately, seen far too often. As Rick Ferri says, "Complexity is job security." The "less is more" message is one more plan sponsors should follow
Thanks, Jim.
Couldn't agree more, and it really has me scratching my head based on how many advisors seem to push complexity on their clients who neither ask for nor want it.
FWIW. Too many people tell me that they do not want to ask questions of their advidor for fear of looking uninformed. smh.
I've had people tell me the same. I don't get it either 🤦
Costs, whether fees or taxes, matter.
Thanks for reading and sharing your thoughts