Tag Archives | 401k

401k and retirement planning

7 Steps to an Awesome 401(k)

The 401(k) plan could arguably be the single best retirement vehicle that savers and investors have at their disposal.  In fact, for many people, the 401(k) will make up a significant part of their retirement income.   Some studies suggest that Social Security will act as the single-largest retirement source for many.  One study suggests that […]

Continue Reading 1
Profit sharing plan and 401k

Why Business Owners Need to Look at Their Company 401(k)

The day to day grind of running a business means things get overlooked.  One of the most commonly overlooked items is a 401(k) and profit sharing plan.  For my business owner friends, when was the last time you looked at your company sponsored plan and determined if it was up to snuff? If you are […]

Continue Reading 0
Saving into a 401(k) for Retirement

What You Should Know About Your 401(k) Plan

Ice cream is my weakness.   Seriously, I love it.  If it’s in the house, I’m going to eat it.  Shamelessly I’ll admit to more than one occasion when I’ve eaten ice cream for breakfast (but to be fair, it was coffee flavored, so it should be acceptable).  Ice cream has little chance of surviving in […]

Continue Reading 0
Asset Allocation and Diversification

Can A Breakfast Menu Explain Asset Allocation and Diversification?

If you are like most people, you’ve likely had experience with both diversification and asset allocation.  The crazy part is you may have never realized it. Think about your favorite breakfast spot.  You typically have many options, so where do you start?  As “N” always asks me, do you want something sweet, or do you […]

Continue Reading 1

Financial Planning for the Business Owner

Working with business owner clients can be difficult. In this case, I mean difficult in a good way (and I am not just saying that). Business owners often have a greater number of financial questions as compared to non-business owner clients.   I love this.  This work allows me to delve deeper into their financial plan […]

Continue Reading 0