Resize Text: A A A |  Change Contrast:
Menu home about iras 401(k)s account setup qualifications contact testimonials
What Makes You Happy?
Skiing in July?
18 holes on Tuesday?
Live your dream life
Allow Retire Happy to point out important details of your portfolio that your financial adviser most likely, never will.
Did You Know?

Although you may be a part of the 11% of Americans that actually have a retirement plan [1] 401(k) Participants' Awareness and Understanding of Fees (2011). AARP. Research & Strategic Analysis 601 E Street, NW Washington, DC 20049 . 8 out of 10 do not know the cost of their plan and 70% believe their plan does not have any fees. [2] Ruth Helman, et al.,(2014). The 2014 Retirement Confidence Survey: Confidene Rebounds--for Those With Retirement Plans, ebri.org

Although 11% of Americans have a retirement plan, each year about $17 billion is lost to these fees [3] The Effects of Conflicted Investment Advice on Retirement Savings(2015). .

Request a FREE Retirement Report