The Risk in Your “Set it and Forget It” 401(k)
She heals people for a living.Every working day.But her 401(k) was on life support. When a healthcare professional told me, “I spend all day helping others—but I’ve never really looked at my own 401(k).”It hit me:Even the most dedicated caregivers often neglect their...
Make 401(k) Advice Part of Your Financial Team
This isn’t your standard investment advice.I use it for my individual 401(k) advice clients. To improve their long-term 401(k) outcomes. No one can be an expert in all areas of their business life.A good lawyer, a capable tax advisor, and an insurance professional.All...
Feeling Lost in Your 401(k)? Here’s the Map You’ve Been Missing.
Does your default 401(k) mutual fund menu feels like a puzzle?And you don’t enjoy puzzles! Here’s the truth: Individual 401(k) investors guess “what to buy” in their 401(k).From a menu of mutual funds they did not choose.From a 401(k) provider (Schwab, Fidelity, etc.)...
