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...
Trusting Your 401(k) Gut Too Much
Think about your default 401(k) mutual fund menu.How confident you feel when you pick your mutual funds. You likely picked at least one mutual fund.Because it “made sense” at the time. The headlines tell a different story now.War, inflation, gas prices, layoffs, and...
