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.
4 Types of Investments Better Than Your Run Of The Mill Checking Account
Four types of investments that probably offer a rate of return higher than your run-of-the-mill checking accounts and are widely regarded as low-risk and secure investments.
How To Quickly Decide If You Should Sell A Stock
You don't want to miss out on future gains. Simultaneously, nobody wants to give up profits if the stock begins to decline. So what do you do?
Are You An Investor Or Speculator?
Confusing speculating and investing is a common mistake. Understanding the difference between the two can help protect your wealth and plan for the long term.
“This Stock Is A Screaming Buy”
At times you may feel compelled to check the headlines on CNBC or the Bloomberg channel. You may notice, stocks scrolling across the bottom of your screen, occasionally some even up, 10%, 15%, even 20% + that day!
Do Not Screw This Up
What we learned from the Mortgage Crisis of 2008 can be applied to the Covid-19 Pandemic of 2020 and beyond.
What To Do When The Stock Market Crashes
A letter I sent out to clients as the stock markets were crashing as a result of COVID 19 shutting down the world.