Many individual Minnesota investors that I meet don’t think very highly of their company 401(k) retirement plan menu. After I review a copy of their company 401(k) retirement plan menu of options, I often share their opinion. There is a way to escape your company...
Company 401(k) plans are a maze of unrecognizable, undecipherable, and confusing mutual fund options. A study last year revealed that most individual investors would rather search for health care options than make investment management decisions in their company...
It probably would not take much to convince you that the menu of mutual fund options in your company 401(k) retirement plan is not the greatest. More and more Minnesota companies are adding the self-directed brokerage option (SDBA) to the company retirement plan menu....
You probably set up your Minnesota company 401(k) retirement plan account many years ago. By law, you had to also complete a beneficiary designation form. You set up a primary beneficiary. This person receives your company 401(k) retirement plan account balance if you...
I recently had the privilege of a second invitation from David Holland to be a guest on his Real Money radio show. The link to the radio interview can be found by clicking here. David is a very experienced financial advisor and radio show host. Our interview talks...
No one can be expected to be an expert in all areas of their business life. A good lawyer, a capable tax advisor, and an insurance professional should all be important members of your “money team.” I would argue that an experienced investment advisor...
