Author: Susan Conrad

In 2018, Pay Yourself First

The New Year is always a time for self-reflection. “New Year, New You” headlines abound, as people collectively seek ways to make resolutions that actually stick. Read more…

Swaay: Susan Conrad Featured with Sallie Krawcheck

You’ve heard about the gender pay gap, but what about the gender investing gap? I weighed in on specific investment considerations for women, as well as changes I’d like to see in the industry. Read more…

Financial Planning: Susan Conrad Weighs in on Latest DoL Proposal

Earlier this week, the Department of Labor indicated it will propose new exemptions— focused on certain classes of “clean” mutual fund shares—to its highly contested fiduciary rule. Read more…

Changing the Rules of Retirement

I bought an airline ticket last night for an upcoming trip, thinking I’d found a deal. But after taxes, facility charges and carrier-imposed fees (what are those?), I was not feeling as confident in my purchase. Unfortunately, some employers feel the same way about their 401(k) plan—unsure if Read more…

Modern 401k Plans Explained

I recently contributed to a FiduciaryNews.com story examining how today’s 401k plans may be unrecognizable to the first ones created in the early 1980s. Five dramatic differences between modern 401k plans and their distant Reagan-era cousins: Read more…

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