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Nov 19, 2021

Transamerica has agreed to a $5 million court settlement for not giving its employees enough investment choices in their retirement plan.  Isn’t that one of the benefits of doing a rollover – because it gives you more options for what to do with your retirement assets?


When it comes to our finances, we could all benefit from a little guidance … but a new survey finds that 40% of Americans are just too embarrassed to ask for help.  And 42% say they’d like to talk with a professional, but they feel like they probably can’t afford it.  Hear Kevin explain how it doesn't matter where you are on your road to retirement, his tools and strategies can help create a customized plan just for you!