About Bob Foley

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So far Bob Foley has created 23 blog entries.
  • When Should I Retire

When Should I Retire?

2023-10-03T13:01:25-04:00October 3, 2023|

When meeting with new clients, the first question that most ask me is, “When should I retire?” That is a ...

  • What Is the MeLife Plan and How Can You Create Yours

What Is the MeLife Plan and How Can You Create Yours?

2023-08-01T14:31:16-04:00July 18, 2023|

Companies do a very good job of understanding what their customers want, so they gear their marketing to answer “Why” questions first, and then the “How.”  But when it comes to explaining things like 401k plans to their employees and how they fit in with retirement planning, companies go right for “How” and forget “Why.” Learn why you need to include a 401k plan in your retirement planning, and why your company needs a Retirement Coach to join in a 401k presentation.

  • Mature adults / seniors having fun and working on their retirement planning. 401k

What Your Employer’s 401k Gets Wrong About Retirement Planning

2023-06-23T12:20:58-04:00July 5, 2023|

Companies do a very good job of understanding what their customers want, so they gear their marketing to answer “Why” questions first, and then the “How.”  But when it comes to explaining things like 401k plans to their employees and how they fit in with retirement planning, companies go right for “How” and forget “Why.” Learn why you need to include a 401k plan in your retirement planning, and why your company needs a Retirement Coach to join in a 401k presentation.

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