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.