We’ve added 5 new Client Articles: A Primer on Hedge Funds Benefits of Diversification Financial Steps to Take When Someone Dies In Case of Emergency Make the Most of Company Benefits The Asset Allocation Puzzle {more} Tweet
Tag Archives: Retirement Planning
New Client Articles
Posted in Home Also tagged asset allocation, Client Articles, Diversify, Financial Goals, Hedge Funds Comments closed
IRS Will Keep 401(k) Contribution Limits Steady for Next Year
Contribution limits will remain unchanged next year according to the tax collection agency. Leaving limits at this year’s levels means that 401(k) participants under the age of 50 could contribute a maximum of $16,500, while participants aged 50 and above would be able to contribute up to $22,000. The announcement made late last week quieted [...]
Two-Thirds Don’t Have a Financial Plan
Despite increasing pressure to slash debt and rebuild retirement funds, nearly two-thirds of consumers do not have a written financial plan, according to the 2009 National Consumer Survey on Personal Finance. The survey, released today by the Certified Financial Planner Board of Standards, found that 64% of respondents do not have a written financial plan [...]
Posted in Home Also tagged 529, asset allocation, College Savings, Diversify, Educational Planning, Financial Goals, Investments, Investor Behavior Comments closed
Now May Be a Good Time to Transfer Your Old 401K Plan(s)
Leaving your money in an old, forgotten 401(k) could be a losing proposition. Hidden fees, limited investment options and a likely unbalanced asset allocation can plague your retirement plan(s). If you are like many people, you’ve had many jobs over your career and left retirement-plan assets scattered about. Consolidating these plans and investments can help: rebalance your [...]