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Consider this

Check out our people's thoughts and ideas, as well as conversations with press and the media.

22 May 2015

Ubiquity News + Announcements

Small business Lead Generation in 2015 – Our Story

Does this B2B marketing anecdote register? I contribute to lead generation for 15-year old enterprise that sells retirement plans to  small business. We’ve built a solid and growing business for ourselves, primarily by distributing through third parties and business partners.  We also have a solid 10-year track record of direct marketing, and we’ve always prided ourselves,…

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14 Apr 2015

Retirement News

Commentary on the Department of Labor (DOL) Fiduciary Rule

Being the primary tax-privilege vehicles for millions of Americans’ to save for retirement, Ubiquity Retirement + Savings believes all retirement accounts – Individual Retirement Accounts (IRAs) and 401(k)s – deserve equal protection. It’s hard to argue that advice provided in the client’s best interest combined with clear disclosure of conflicts-of-interest shouldn’t help achieve that goal….

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7 Sep 2014

Personal Finance

Re: Overspending and Financial Ruin

Dear MILLIONS of Wall Street Journal readers: As one of the main characters featured in Veronica Dagher’s Six-Figure Incomes—and Facing Financial Ruin article, and after reading the multiple hundreds of comments on this polarizing piece on overspending, it is my opinion that overspending is a complicated subject that cannot be merely chalked up to acts…

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13 Aug 2014

Personal Finance

Hey Dreamer: Yes YOU.

You know what’s super rad about being a dreamer? All of the badass and crazy things I get to think about (no limits). You could say that I am a side order of Patricia Pan, Peter’s less popular, yet super-fly sister. I have decided that fearing retirement is a completely irrational way of thinking about…

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29 Jul 2014

Personal Finance

Teaching Your Children About Credit Card Debt

I was sitting at the kitchen table with my son, when he noticed a credit card bill addressed to me. He picked it up, looked at it, and thoughtfully asked, “How do you get money onto your credit card?” Confused by the question I asked, “What do you mean?” He answered as literally as a…

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