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Retirement savings stats continue to be off the charts in a world where autoenrollment is maturing, as Nevin Adams reports: napa-net.org/news/2025/7/ta…

Another fantastic article from our own VESTED magazine! linkedin.com/posts/captrust…

A burning question in my mind; will fred reish ultimately end up with a list of 100 things to worry about? #fredreish100 fredreish.com/things-i-worry…

I fondly remember the days of triple coupons! But nowadays you should be pursuing those savings electronically... wsj.com/personal-finan…

One of the reasons why many 401(k) plans have eliminated after-tax contributions; participant confusion. thinkadvisor.com/2025/07/02/401…

Our firm's take on what you need to know regarding the new tax law linkedin.com/posts/captrust…

Though this is another solid article in a series on auto portability, I must admit that the primary reason I am posting it is because of the shoutouts to Nevin Adams, both in the article and the post! linkedin.com/posts/brian-fu…

My colleague Philip D'Unger with some more golden takes today, this time on the often-overlooked issue of state inheritance/estate taxes. linkedin.com/posts/philip-d…

Yup.

Another interesting Friday Fact from my colleague Will Moody, this time on tech stocks. linkedin.com/posts/will-moo…

Friday quiz time! linkedin.com/posts/the-401k…

For you tax-exempt org. people out there... linkedin.com/posts/captrust…

My great state of New Jersey did not make the cut, but the state of a certain retiree that I know did make this list! fa-mag.com/news/the-most-…

Shout-out to J. Money for highlighting this Lazy Man And Money (💰,🦥,🌴) piece in his latest newsletter! Lots of solid tips, and if you want to be even lazier, there are programs such as Rocket Money that will categorize expenses and track net worth. lazymanandmoney.com/the-lazy-budge…

Another nice find from J. Money via his latest newsletter-- had to post this for the title alone! Retired Man Tries to Spend More Money, Mostly Fails - mrmoneymustache.com/2025/01/16/mmm…

Ary Rosenbaum on approaching 30 years in the biz, the silent killer of 401(k) plans, his terrible idea that he initially had for his own law firm, attorney arrogance, and more, all in less than 20 minutes!

Don't let one fall derail your retirement! rethinking65.com/many-falls-are…

One of the many ways you can save $ is credit card hacking. though I have not done it to the extent highlighted in this post, I can tell you that my more limited experience with it has resulted in thousands of dollars of savings, particularly on travel... lnkd.in/ew3yh7gZ

10 years in a row! Think about that. So proud of my firm! captrust.com/news/captrust-…

Please, please, please don't cut back on your lattes or whatever you enjoy when you can make simple changes to your spending that will NOT sacrifice your lifestyle! In the past year, I saved nearly $2,500 by changing my wireless carrier-- and the service was actually better!