401(K) Series 5: ABC’s of Mutual Funds – Part 2

Mutual funds often have letters behind the end of the fund name.  These letters indicate the share class.  A single mutual fund will have several share classes, all of which have different fees.  When it comes to mutu...

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February 14, 2019

401(K) Series 4: Mutual Funds – Part 1

401(K) plans typically offer an array of mutual funds for participants to choose from. These investments allow for growth from the dollars contributed to the plan. Mutual funds serve a vital role for smaller invest...

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February 12, 2019

401(K) Series 3: Sticker Shock on the suggested 10% of salary?

Ever wonder why so many things are sold via monthly subscription?  Sometimes looking at the annual price tag for something can seem intimidating.  Advertisers figured out long ago that you’re much more likely to make ...

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February 8, 2019

401(K) Series 2: Why Invest in a 401(K) Plan?

If someone offered you free money, would you refuse it?  You are refusing free money if your employer offers a 401(K) retirement plan with a company match and you aren’t participating.  Even if your employer doesn’t o...

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February 1, 2019

401(K) Series 1: What is a 401(K)?

A 401(K) is a tax favored retirement savings account offered by employers.  The high contribution limits and tax benefits of a 401(K) make it a great way to save for retirement. The 2019 IRS Employee Contribution L...

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January 25, 2019

Financial New Year’s Resolutions – the Easiest to Keep!

As another year comes to a close, it’s a great time to assess your financial health and make plans for the coming year. Many find this to be an intimidating prospect, so we gathered the knowledge of our financial plan...

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January 14, 2019

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