Don’t Miss Out On 401k Match
August 15, 2017
Are you leaving money on the table? Capturing your entire 401k match is vital to optimal financial planning. Here are ideas for fully understanding your match, structuring your employee contributions, and implementing contribution strategies to maximize benefits.
7 Questions To Ask About 401k Match
August 14, 2017
There are several components of a 401k employer match than can be coordinated to fit your personal finances. Contact your payroll, human resources or benefits department to ask for specific information on your retirement plans. Here are a few questions you should ask, and likely answers.
Managing Your 401k Part 3
December 28, 2016
Do you lack time for or interest in planning your portfolio holdings in more detail? Or have you been putting off investing in the markets altogether? Balanced and target date funds help simplify the investment process by delegating many decisions to the fund manager.
Financial Planning Introduction
December 22, 2016
Build a 50-15-5 framework for your personal finances. Create a balance between living comfortably today while preparing for a prosperous future. Develop a collaborative relationship with your financial planner.
Managing Your 401k Part 2
November 29, 2016
Following a logically ordered, coherent process is key to designing a sensible portfolio allocation. In part-2 of this series, we turn our attention to designing the stock portion of a retirement plan, including a benchmark-neutral portfolio and an enhanced performance alternative.
Managing Your 401k Part 1
October 27, 2016
If you have a retirement plan account such as a 401k, 403b, or 457b, then like most people you probably have several questions about managing the plan investments. In my experience, most people just don’t know where to start. There is a logical, rational, and simple approach to selecting your investments and allocating money to them.
Maximizing Benefits During Open Enrollment
September 28, 2016
Open enrollment for company benefits is an important time to review, update, or make changes to your employer plans. How do you know if you are maximizing your company benefits? Do you know if the company benefit programs are the most efficient and cost effective for you and your family?