Please see this week’s articles, chart, and quote below, along with a bonus posts by me and my first media mention!

3 Articles

Bernie Madoff’s Downfall Left Behind A Surprising Legacy
Helaine Olen, The Washington Post

Bernie Madoff, who ran the largest Ponzi scheme in history and lost $20 billion, passed away this week.

 How to Plan and Pay for Healthcare Costs in Retirement
Robert Powell, Marketwatch

 Ten Facts to Know About Financing College
Tony Isola, A Teachable Moment

1 Chart

Morning Brew cleverly summarized 2021’s first quarter economic activity in report-card format.

    1 Quote

    “Whenever you are stuck searching for the optimal plan, remember: getting started changes everything.”

    – James Clear

      Bonus Content | Articles by Will This Week

      The Power of After-Tax 401(k) Contributions & Roth In-Plan Conversions
      This week I wrote about a relatively unknown feature that allows employees at publicly-traded technology companies to save a lot more than the traditional limits in their 401(k).

      Media Mention

      Retirement Guide for Late Starters
      Kim Borwick,

      I was honored to be featured in this article about the benefit of working with a financial advisor.


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