Tag: 401k administration

Home 401k administration

11

Jun2014

Rollover your 401k into an IRA

0
June 11, 2014 / Investments
Rollover...........Good IRA!! There are many reasons why you should rollover your old 401k's and other past employer retirement plans into an IRA when you have the chance. Here are just a few. 1. They may be charging you a high administration fee for not being an active employee anymore. These fees can ... Read More

25

Oct2013

Are You a Risk Averse Investor?

3
October 25, 2013 / Investments
Many people who once thought that they could handle the stock markets swings are quickly finding that they are truly a risk adverse investor. Five of the ten largest single-day drops in the Dow Jones Industrial Average since 1899 have taken place in the past three years. Many financial planners ... Read More

05

Oct2013

Putting lesson and interview with Mark Timms of Cool Clubs Golf

1
October 5, 2013 / Investments
Today I had the opportunity to inverview a long time client of mine. Mark Timms is the owner of Cool Clubs Golf in North Scottsdale and is one of the premier club fitters in the USA. Mark fits clubs for many tour pros and 100's ... Read More

23

Sep2013

Long Term Care Insurance Can Protect Your Nest Egg

4
September 23, 2013 / Investments
  The long term care that is needed for you or for a loved one late in life can be a very expensive proposition. Long term care insurance whether in home or in a nursing home can end up costing tens of thousands of dollars at the ... Read More

01

Sep2013

Keep your 401k in compliance or pay large fines!

1
September 1, 2013 / Investments
The department of labor is cracking down on 401k administration, the ... Read More

27

Aug2013

Free Living Trust Review, make sure yours is current!

1
August 27, 2013 / Estate Planning, Investments
  Estate planning is a topic that is often overlooked and set aside by people to think about for another day. Thinking about the end of your life is never a fun topic, but having the proper estate planning documents such as a will, living trust, powers of attorney, and other ... Read More

24

Aug2013

Fee based vs. commission based Financial Planning

1
August 24, 2013 / Financial Planning
  Why should you pick an independent fee-based over a commissioned based financial advisor? An independent fee-based financial planner has the ability to offer advice and investment options from a huge number of mutual funds and investment options. They are not required by a contract to ... Read More

22

Aug2013

Retirement planning and the seven key steps to take.

1
August 22, 2013 / Investments
If  you are  talking to your financial planner, make sure you ... Read More

22

Aug2013

Rating agencies corrupt?

0
August 22, 2013 / Investments
Moody's whistle blower I have been saying this all along. How can the ratings agencies be paid by the companies they rate? Just makes no sense. It is like a magazine writing a review of a product one of their paid advertisers makes. You just know how the review will ... Read More

22

Feb2013

Has your financial planner or specialist talked to you about different types of life insurance?

1
February 22, 2013 / Investments
Life insurance may not be the most exciting topic to discuss or think about, but it is a critical part to your overall financial plan. If you have someone that depends on you or your income or if you have something that you cherish and ... Read More