1 day ago by Nevin E. Adams, JD

I’m sure you’ve seen that commercial where a series of more-or-less everyday events and their price tags are presented, building to larger and more exotic events (and price tags) until they culminate with some extraordinary event—one that the announcer declares is “priceless.” As an industry, we hav ...

planadviser ponderings - planadviser.blogspot.com

1 day ago by Nevin E. Adams, JD

I’m sure you’ve seen that commercial where a series of more-or-less everyday events and their price tags are presented, building to larger and more exotic events (and price tags) until they culminate with some extraordinary event—one that the announcer declares is “priceless.” As an industry, we hav ...

PLANSPONSOR Perspectives - plansponsorinstitute.blogspot.com · 3 references

3 days ago by Matt Cardwell

Would you like to retire without paying taxes? Who wouldn't? But would you like to do it legally? If so, you have three options: Don't withdraw any money from your retirement accounts when you retire. Die before you retire or before you begin withdrawing money from your retirement accounts. Use the ...

mattcardwell.com - mattcardwell.com

6 days ago by Egger

A friend e-mailed me last week asking about her 401k options. She left her former employer, but also left her 401k plan with them. She was wondering if she should roll the old account over into an account with her new employer. I let her know that while that is definitely an option, she may be wiser ...

The West Egger - westegger.com · 1 reference

8 days ago by Nevin E. Adams, JD

We made a provider change last week. We really hadn’t been focused on making a change, though the subject had come up from time to time. In fact, considering how long we had been thinking about making a change without actually doing anything about it, the change itself felt almost accidental in its ...

planadviser ponderings - planadviser.blogspot.com

8 days ago by Nevin E. Adams, JD

We made a provider change last week. We really hadn’t been focused on making a change, though the subject had come up from time to time. In fact, considering how long we had been thinking about making a change without actually doing anything about it, the change itself felt almost accidental in its ...

PLANSPONSOR Perspectives - plansponsorinstitute.blogspot.com · 3 references

9 days ago by Edwin

The market was finally up yesterday after a four day decline. My account was down $202.80 as a result of that 4 day skid but recovered a bit thanks to the market’s 200 point day. We have about two more months to go this year and I am still hoping to end the year above the five thousand dollar mark. ...

gainsnlosses.com - gainsnlosses.com · 1 reference

11 days ago by zen

When I was in college, my co-worker once asked me if I was invested in our company’s 401(k). I mistook him for asking me “if I was okay”. I responded with, “I’m fuckin’ fantastic”. That was the first time I was ever introduced to retirement plans. Here is some information that you should know before ...

The Zen Capitalist - thezencapitalist.com · 1 reference

11 days ago by Edwin

If you have been a reader from the very beginning then you know that I put $100 dollars into my 403b every month. I can’t buy individual stocks only funds, mine is the Dimensional Emerging Markets Portfolio (DFEMX) fund. Last year I lost money but this year has been a pretty good one. Thing is, my $ ...

gainsnlosses.com - gainsnlosses.com · 1 reference

12 days ago by wealthguards1

By Jon Castle, CFP ®, ChFC ® I got up this morning and turned on one of the financial pornography channels as usual. I won’t say which one it was, but, as a financial advisor and wealth manager, I usually begin my day with the financial news shows so I can have an idea of what is going on in the wor ...

PARAGON Perspectives - wealthguards1.wordpress.com