Increasing 401k Plan Contributions – Our Successful Campaign

Posted On November 14, 2019

Showing off a bit of our work with an independent recordkeeper who we’re working with to increase plan contributions in test groups. This will be seen by 20-24 YO Males Enrolled in their plan. It will arrive to them via email and USPS on / near the same day. You should ask, “Is it working?” […]

Categories: Financial Services, Product Design, Work

Gen X won’t be overlooked by financial industry for long

Posted On August 22, 2019

As the Baby Boomers enter retirement and millennials are now the largest segment of the workforce and the consumer base, we’ve noted before that Generation X has somewhat of a middle child syndrome. This might seem particularly true in the financial industry, where Boomers essentially built the industry as we currently know it, and millennials […]

Categories: Financial Services, Generation X, Retirement

Banking in the digital age means doing more with less

Posted On September 26, 2018

During the recession about a decade ago, many banks found themselves saddled with bad debt and forced to freeze their lending. This created an opportunity for new banks to gain a foothold – smaller, more nimble institutions with fewer branches and more flexibility. One such institution was ServisFirst Bank, a Birmingham-based bank that’s now operating […]

Categories: Financial Services, Podcast, Recession Economy, What's Working with Cam Marston

Millennials finding it tough to bounce back from Great Recession

Posted On June 16, 2018

We grouse about their participation trophies and helicopter parenting. We stereotype them as overly entitled and self-absorbed. We laugh about their reactions to pop culture standards from before they were born. But instead of mocking millennials, we should perhaps be worried about them. A new study from the Federal Reserve Bank of St.Louis found that […]

Categories: Blog, Financial Services, Generation Y / Millennials, Wealth

Demystifying your paycheck: Who FICA is and why he’s taking your money

Posted On June 6, 2018

During an NBA career that spanned two decades, Shaquille O’Neal made more money per season than most of us will ever see in our lives. But when he got his first paycheck, he had a revelation with which most of us can relate: “Who the hell is FICA?” he famously asked. “When I meet him, […]

Categories: Financial Services, Podcast, Wealth

Setting up a Self-Directed IRA? You Really Need to Know These 5 Things

Posted On May 23, 2018

One of the pieces of research we cite the most is the lack of Baby Boomer retirement savings, especially in the younger half of the Boomers. This lack of savings has many implications from their longevity in the workplace to Gen X’s inability to get promoted.  Today I’m posting a guest blog from Rick Pendykoski about […]

Categories: Financial Services, Retirement

Dealing with the mid-career doldrums: Is it time for a change?

Posted On April 12, 2018

Are you tired of your job? No, I mean really tired – to the point of throwing away a career of twenty-some-odd years and starting over? You may be suffering from a fairly common phenomenon I call the mid-career doldrums. You’ve been doing the same job for a couple decades, you’re bored, and the achievements […]

Categories: Financial Services, Generation X, Podcast, Work

Who argues over money the most? (Spoiler: It’s not the kids, and it’s not the grandparents)

Posted On March 24, 2018

They are in their prime earning years, old enough to have moved into management positions but young enough to not be staring directly at retirement just yet. And yet, perhaps moreso than any other generation, Gen-Xers are stressed about money. In a story initially published by LearnVest, Forbes contributor Julia Chang cited a CompareCards poll […]

Categories: Financial Services, Generation X, Wealth

Stock market losses leave sour taste for millennial investors

Posted On February 19, 2018

Play the stock market, they said. It’ll be fun, they said. According to a recent piece in the New York Times, the recent volatility in the market may have some millennials ready to get off the ride – or at least ask it to slow down. Data shows millennials typically consider themselves cautious investors. The […]

Categories: Financial Services, Generation Y / Millennials

Who’s the best at feeding the piggy bank? You might be surprised.

Posted On January 21, 2018

Quick question: Which generation would you think is doing the best at saving for the future? Baby Boomers? They’re the closest to retirement, and therefore the benefits of saving should be most immediate to them. Generation X? They’re in their peak earning years, and should have the most resources from which to feed the piggy […]

Categories: Financial Services, Generation Y / Millennials, Wealth

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