Educational Archives – Page 54 of 171

March Madness can help preserve your 401(k)

by Ric Lager | Mar 8, 2023 | 401k Advice, Blog, Educational

It is that time of year again. More proof of a post-pandemic “back to normal.” The NCAA men’s basketball tournament is back. On Sunday, March 12th, the NCAA selection committee will announce the field. For the 2023 NCAA Men’s Basketball tournament. Ready or not,...

Analysts, economists, and talking heads versus your 401(k)

by Ric Lager | Mar 1, 2023 | 401k Advice, Blog, Educational

Talking heads on cable news. Daily feature articles with scary headlines on financial media web sites. You got to love all the Wall Street analysts and economists. This group of experts cannot help your 401(k). Or produce a logical, disciplined, and organized 401(k)...

Time to learn from past 401(k) mistakes

by Ric Lager | Feb 22, 2023 | 401k Advice, Blog, Educational

I see this all the time. Individual investors with the best of intentions. To take more control of their 401(k) investment management decisions. The historic no good 401(k) investment returns from 2022 should now have your full attention. Year-end 401(k) statement...

Know your 401(k) mutual fund expense ratio

by Ric Lager | Feb 15, 2023 | 401k Advice, Blog, Educational

December is always a month when you have a little “down time.” That is the time you can use to update your 401(k) investment management strategy for next year. Start with reviewing the ‘expense ratio’ in your 401(k) mutual funds. The best way to begin is...

Do you understand these 401(k) strategies? I sure don’t.

by Ric Lager | Feb 8, 2023 | 401k Advice, Blog, Educational

Your 401(k) marketing materials make the following message loud and clear. 401(k) participants do not have the necessary experience, training, or knowledge. They cannot manage their own 401(k) accounts. Your 401(k) provider (Schwab, Fidelity, Vanguard, etc.) offers a...

Layoffs remind us of 401(k) rollover rules

by Ric Lager | Feb 1, 2023 | 401k Advice, Blog, Educational

Several companies have announced layoffs over the last few weeks. I thought short refresher on 401(k) rollovers would be helpful. Most individual change careers. They leave more than one 401(k) account behind. Add in a job switch. And a spouse. Soon you have a...

« Older Entries

Next Entries »

March Madness can help preserve your 401(k)

Analysts, economists, and talking heads versus your 401(k)

Time to learn from past 401(k) mistakes

Know your 401(k) mutual fund expense ratio

Do you understand these 401(k) strategies? I sure don’t.

Layoffs remind us of 401(k) rollover rules

Call Us:

763-377-2006

Subscribe to my LinkedIn newsletter

Find Recent Posts

Ric Lager in the News

Educational Topics

Get a Free 401(k)

Analysis

Understand when the risk level changes.

Understand the investment management tools available.

CLE Course Links

1. Click on the state.

2. Then click on the cart icon.

CLE Course Links

1. Click on the state.

2. Then click on the cart icon.