MY 401(K)
Build Your Retirement Knowledge and Take Control of Your Financial Future
How We Can Help
We Provide Guidance On Rollovers
Choosing investments (target-date funds, index funds, bonds, etc.)
Understanding your employer match
Figuring out how much to contribute
Comparing traditional vs. Roth 401(k)
Rolling over an old 401(k)
Reducing fees
Planning withdrawals or retirement goals
We can help you develop a personalized retirement strategy, select appropriate investments based on your risk tolerance, and align your 401(k) with your overall financial goals.
9 Immediate Steps To Take When You Get Laid Off
In my experience, transitioning from one job to the next can and often does take much longer than one would expect or hope. It may take time to find the right fit, with the right pay, and location. There may have to be concessions on both sides to make it work. Having your financial life in order should help you tremendously as you consider your options.
5 Tell-Tale Signs That Your Financial Situation Is A Hot Mess
In 2010 Demi Lavato tweeted she wanted to sing the National Anthem at the Super Bowl. Then, a decade later, she did it. In 2013, Tom Holland said he wanted to play Spiderman in an interview, well that worked out! What's your goal? What do you want to do with your life? So many dreams, few write them down. Practically none are accountable.
Should You Take A 15-Year Or 30-Year Mortgage?
On the surface, a 15-year mortgage might make sense, but life experiences say a 30 year may be a better option
The Secret Benefit Of Estate Planning
Estate Planning is an essential component to your overall financial plan. It allows you to gain more control over aspects of your life both during your lifetime and after your death.
Are You Wealthy?
At the time, I thought expensive material things were for people that can afford them because they were wealthy. I later learned that expensive material things are for those who choose to pay for them, rich or poor.