A 401(k) should customized to you

A 401(k) should customized to you

Somebody sold something to somebody else. That is how your company 401(k) was established. A large financial services provider like Fidelity, Schwab, or Empower. Provide a default menu of mutual funds you never heard of before. And you get to figure out how to protect...

Proactive 401(k) investment management

If you enjoy the on-hold music when you call your 401(k) provider, this blog post is not for you. Are you taking full advantage of the latest and greatest 401(k) investment advice tools? What if you spent as much time planning your next post-COVID 19 vacation as you...

Is your 401(k) advisor a nice guy too?

Last week, I was referred by a long time individual 401(k) investment advice client. He is an attorney, and referred me to a younger attorney in the same department at his law firm. As I always do, I did a social media search on the young attorney. Decent undergrad...