Month: February 2021

Published
Categorized as Uncategorized

One Action That May Boost 401(k) Returns in 2021

If you’re looking for a way to boost 401(k) returns in 2021, rebalancing may help you do just that.  Many 401(k) investors fail to rebalance and, in doing so, may potentially miss out on earning more and keeping more of their hard-earned retirement savings.  Because when it comes to saving, it’s not only important what… Continue reading One Action That May Boost 401(k) Returns in 2021

Published
Categorized as Uncategorized

Family Financial Planning: Why Awkward Money Talks Are Necessary

What parent conversation is more uncomfortable than the birds and bees? Talking to your adult children about family financial planning. According to a study by Home Instead Senior Care, approximately 80 million Americans neglect to have important end-of-life discussions regarding family financial planning.¹ The study also reports, “Unfortunately, research indicates that 70 percent of conversations… Continue reading Family Financial Planning: Why Awkward Money Talks Are Necessary

Published
Categorized as Uncategorized

7 Most Common 401(k) Investor Questions Answered

There’s no such thing as a dumb question – especially when it comes to 401(k) investor questions.  The problem is that, for whatever reason, many investors don’t ask. If this sounds familiar, you’re not alone. CNBC reports, “Though it’s one of the most common retirement savings vehicles, 63 percent of Americans don’t understand exactly how… Continue reading 7 Most Common 401(k) Investor Questions Answered