The Cost of 401(k) Comfort
As stock market volatility increases.Each swing feel different. They’re not just numbers on a 401(k) log in screen anymore.It’s personal. It’s natural to hold on to something familiar.The 401(k) mutual funds you have owned for years.Yesterday’s winners. “This fund has...
Build Your 401(k) Team
You don’t need to become a financial expert.You only need the right people around you. My successful 401(k) investment advice clients.Build a team around their financial life. A lawyer. A tax pro. An insurance specialist.And someone who can help them make sense of...
Holding Your Ground in Your 401(k)
When financial markets headlines move fast.Most 401(k) mistakes happen in weeks like this. How do you decide what to do in your 401(k) when nothing feels clear? Stock market volatility is unavoidable.Add in wars, inflation, politics, gas and grocery prices.Each...
