Tag Archives: 401k

Medicare, Retirement, Saving · September 6, 2017

3 Retirement Moves to Make at Work That Will Pay off in 2018 and Beyond

Fall is the popular time for open enrollment at work, when employers lay out all the ins and outs of their benefit package for the coming year, and leave it to workers to decide if they want to change or…

Read Now ›

IRAs/401(k)s, Retirement, Saving · July 26, 2017

Avoid These Two Big Retirement Risks When You Land a New Job

When you land a new job you are going to be totally focused on making a great first impression. But I also want you to make sure you take care of your financial future by steering clear of two all-too-common…

Read Now ›

Investing, IRAs/401(k)s, Stocks/Bonds/ETFs · April 19, 2017

The Best Guaranteed Investment Boost.

If you have been invested in U.S. stocks the past few years you have no doubt made some serious money. The U.S. markets are up more than 300% since this bull market began in 2009. But I want you to…

Read Now ›

Investing, Medicare, Retirement, Saving, Stocks/Bonds/ETFs · October 19, 2016

The Best Investment Move You Can Make Right Now

It’s been a great stretch for investors. Stocks have gained more than 250% in the bull market that stretches all the way back to 2009. I am always a big believer that dollar cost averaging-investing on a regular basis-is a…

Read Now ›

Investing, IRAs/401(k)s, Retirement, Saving, Stocks/Bonds/ETFs · September 21, 2016

How to Wring More From Your 401(K)

You may have heard or read recently about some high profile retirement plan sponsors being sued by plan participants for high fees in the plan. Financial service firms-yep, folks who run mutual funds-have been hit with lawsuits, as have the…

Read Now ›

Investing, IRAs/401(k)s, Stocks/Bonds/ETFs · May 18, 2016

4 Ways to Save on a Wedding

I am on the record that only couples in great financial shape should spend money on an expensive/large wedding. But for those of you who are just going to plow ahead despite shaky finances, please at least make the most…

Read Now ›

Budgeting, Investing, IRAs/401(k)s, Stocks/Bonds/ETFs · November 4, 2015

Will Your Holiday Spending Pass This 3-Question Test?

We’re heading into the dangerous money season. With the holidays quickly approaching it’s that annual time of year when the goodness of your heart can lead to very bad results: You overspend on gifts, dining out, or nights out on…

Read Now ›

Health Insurance, Insurance, Investing, IRAs/401(k)s, Retirement, Saving, Stocks/Bonds/ETFs · October 7, 2015

Open Enrollment Season: 4 MUST-DO’s

Please don’t keep your health insurance on autopilot. I know it’s tempting just to ignore the annual “open enrollment” communications from your employer to review your choices, and just stick with the plan you have.

Read Now ›

Debt, IRAs/401(k)s, Retirement, Saving · July 15, 2015

The Biggest Retirement Planning Mistake

A recent report that studied the 401(k) savings habits of millions of workers found that one in four of you are not contributing enough to your account to qualify for your employer’s maximum match. The average annual amount of money…

Read Now ›