Tags » 401(k)

Plan Participants Get Help Selecting Investments

Read this today while studying an investment company retirement plan description:

“The Participant hereby acknowledges that neither the Custodian nor undertakes to render any investment advice in connection with this Agreement, and that the assets of the Account are to be invested, reinvested, and controlled exclusively by the Participant.” 159 more words

#401k

Retirement Planning: Does Your Employer Really Get It?

Food for thought about your 401k

Found on: http://blog.transamerica.com/featured/401k-employer-communication#.VMxPqGjF_Zd

By Scott Plesha / Nov 20, 2014

Your employer might understand the need for retirement-readiness and 401(k) plans, but that doesn’t mean they understand… 463 more words

Education

A wise young couple

A wise young couple came to see us yesterday. They were wise because they took the advice of their wise grandmother who told them they needed the services of a financial planner. 200 more words

Financial Planning

Cash Flow Management. By John Jastremski

An underappreciated fundamental in financial planning.

You’ve probably heard the saying that “cash is king,” and whether you own a business or not, it is a truth that applies. 1,080 more words

Age Penalties

Working During Retirement

Planning on working during retirement? If so, you’re not alone. An increasing number of employees nearing retirement plan to work at least some period of time during their retirement years. 1,459 more words

Financial Planning

Working During Retirement

Planning on working during retirement? If so, you’re not alone. An increasing number of employees nearing retirement plan to work at least some period of time during their retirement years. 1,459 more words

Financial Planning

Working During Retirement

Planning on working during retirement? If so, you’re not alone. An increasing number of employees nearing retirement plan to work at least some period of time during their retirement years. 1,459 more words

Financial Planning