We interview Doug Lynam, director of Educator Retirement Services for Long View Asset Management. Doug was featured in a June 9, 2017 NY Times piece by one of our favorite writers Ron Lieber. Story was titled The Monk Who Left the Monastery to Fix Broken Retirement Plans.

403(b)wise

Meridian Wealth Management

LongView Asset Management LLC 

The Monk Who Left the Monastery to Fix Broken Retirement Plans

Moreland & Arbuckle

An AXA 403(b) was not music to the ears of Elementary music teacher and his teacher wife. They have successfully moved to a lower cost option. 

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Meridian Wealth Management

An AXA 403(b) was not music to the ears of Elementary music teacher and his teacher wife. They have successfully moved to a lower cost option. 

403(b)wise

Meridian Wealth Management

Scott helps Dan and his wife consolidate their many retirement savings plans from past and present employers. 

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Meridian Wealth Management

Scott helps Dan and his wife consolidate their many retirement savings plans from past and present employers. 

403(b)wise

Meridian Wealth Management

Dan interviews a New Jersey teacher and his wife who are getting their financial lives in order. They discuss tackling debt, sharing money management duties, working multiple jobs, and, of course, being stuck with a bad 403(b).

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Meridian Wealth Management

Dan interviews a New Jersey teacher and his wife who are getting their financial lives in order. They discuss tackling debt, sharing money management duties, working multiple jobs, and, of course, being stuck with a bad 403(b).

403(b)wise

Meridian Wealth Management

David Martin, Vice President, Client Analytics and Research, Fidelity Investments, discusses the 2017 Higher Education Faculty Study.

Key takeaways:

• Professors give themselves a "B"
• One third feel like beginning investors
• Three in ten unsure how retirement savings are invested

Retirement Readiness Survey for Higher Education Professionals

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Meridian Wealth Management

David Martin, Vice President, Client Analytics and Research, Fidelity Investments, discusses the 2017 Higher Education Faculty Study.

Key takeaways:

• Professors give themselves a "B"
• One third feel like beginning investors
• Three in ten unsure how retirement savings are invested

Retirement Readiness Survey for Higher Education Professionals

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Meridian Wealth Management

Micah Hauptman is the financial services counsel at the Consumer Federation of America. Micah and his organization are fighting to save the Department of Labor’s Conflict of Interest Rule (a.k.a. the fiduciary standard) which is under assault by the Trump administration.

Micah Hauptman

Conflict of Interest Rule Fact Sheet

Email comments to: [email protected]. Include RIN 1210-AB79 in the subject line of the message.

To President-Elect Trump: What If Everything You’ve Been Told About the DOL Fiduciary Rule Is Wrong?

The Committee For The Fiduciary Standard

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Meridian Wealth Management