What is your household 401(k) strategy?
Every week I talk with individual 401(k) retirement plan participants. The current work at home environment makes for easy phone calls or video conference. The person who invented the work phone to “rollover” to a personal cell phone. I nominate you for the Nobel...
You only need a large 401(k) balance once
I am now in my 22nd year of providing investment advice to individual 401(k) participants. Many of my 401(k) advice clients have well over six-figure balances. Most of these individual investors have a desired retirement plan date in mind. They are concerned about a...
A couple’s strategy for their 401(k)’s
Married couples, committed couples, or uncommitted partners. Whatever the correct description of your relationship, you financially connected. And that connection may last well into retirement. You have at least one or two company 401(k) accounts in your household....
