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How to Rollover a 401k (and How to Determine If You Should or Not)
by Eric Roberge, Beyond Your Hammock
About half of Americans have access to a workplace retirement plan like a 401k.
If you’re one of them and have also had more than one job in your career, chances are good that you don’t just have your current 401k… you have one (or more) from previous employers, too.
You might have moved on with your career, but don’t forget about those accounts that you might have left behind.
#1 Mistake Employees Make with Their 401(k)
by Lucas Casarez, Level Up Financial Planning
Curious what the #1 mistake employees make with their 401(k) plans is? Find out!
Should I Use the Brokerage Window in My 401(k)? What IS the Brokerage Window in My 401(k)?
by Meg Bartelt, Flow Financial Planning, LLC
BrokerageLink is just Fidelity’s version of a “brokerage window.” What is a brokerage window, you ask? Let me quote FINRA (big, important self-regulatory body for the investment industry):
Some 401(k) plan sponsors allow employees to venture beyond the plan’s core menu of investments. Employees can set up a brokerage account—called a 401(k) brokerage window—and choose among a wide array of securities such as stocks, bonds, exchange traded funds (ETFs) and mutual funds.
What? You mean my 401(k) can go DOWN? Well, I never…
by Meg Bartelt, Flow Financial Planning, LLC
Thinking 401ks? Think S-I-M-P-L-E.
by Charles Horonzy, Focused Up Financial, LLC
Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets.
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