1997 Annapolis Exchange Parkway
What do lacrosse, Santa Claus, and key lime pie have to do with wealth management? Find out here! Our On Pointe updates cover a variety of timely wealth topics with a twist.
Excuses, excuses, excuses….
I hear it all the time from companies that really could have a plan but are allowing some perhaps aged biases or misconceptions prevent them from implementing a plan right now.
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I really like Key Lime pie. No joke my wife’s key lime is the best and it’s my birthday request each year, not to mention any other time I can convince her to make it!
What kind of pie don’t I prefer? Arbitrary pie charts.
I have a tremendous amount of respect for my clients who offer 401k plans (and those who are looking to start plans) for their employees.
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