Father of two beautiful girls and hubby to the love of my life | Founder & CEO of Budge | Previously CEO of Advizr (acquired by Orion Advisor Services)
JPMC Institute: For every person on an Income-Driven Repayment plan, there are roughly 2 people who could be enrolled but aren't. These unenrolled borrowers have significantly lower incomes than other borrowers. #studentloans
https://t.co/K08EbOVOtj
“People were pretty good about staying the course,” @EBRI President & CEO Lori Lucas says about how COVID-19 affected retirement confidence. “That also contributed to their confidence because they were able to enjoy the market increases that followed.” Full interview:
@YahooFinance@EBRI Thanks for these insights Lori. Retirement confidence can be driven by 1) 401k participation 2) taking steps to understand your needs in retirement 3) connecting with a planner.
@CenlarFSB After 4 tries, I finally was able to speak to someone on the phone. I still don't have access to my account. Your password reset is not working. Can someone call me to get me access to my account?
On a day for the history books, @TheAmandaGorman delivered a poem that more than met the moment. Young people like her are proof that "there is always light, if only we're brave enough to see it; if only we're brave enough to be it."
Democracy is sometimes messy, so sometimes it requires a little patience.
But that patience has been rewarded now for more than 240 years with a system of governance that has been the envy of the world.
Orion’s Chief Strategy Officer @hrazazaidi tackles the need for a better financial portal and improved client experience in @wealth_mgmt’s 2020 #MidyearOutlook. Read the full article here: https://t.co/poQVhmFVrR
Wonderful episode @PowerProBono with @KateHealy_TDA #InTheSuite It's one definitely for this time especially 🙏 we appreciate all you both do to help people who need it the most!!!