‘Every month I express my concerns to my adviser, but he says not to worry.’ My 401(k) has lost over 20% and I can’t afford to lose that kind of money. Is it time to find a new adviser?
Question: My 401(k) was doing ok for a while, but since January of this year it has been losing money that I can no longer afford to lose. I want to retire in a year and my 401(k) has lost over 20% and was not that large to begin with. Every month I express my concerns […]
Read More
Be Like Buffett
Warren Buffett didn’t become a billionaire overnight. Instead, he leveraged simple concepts over decades to build a vast fortune. (He didn’t become a billionaire until age 57.) But the vast majority of his wealth wasn’t created until he was past the normal retirement age… Read the full article » I publish new articles every week, […]
Read More
EY financial wellness tool sees 47% increase in visits
Research shows people of all ages are increasingly turning to financial planners and advisers for help with overall financial wellness as well as retirement planning. Recent research shows that people of all ages are seeking more help with financial wellness and retirement savings and planning, and many are interested in financial wellness help from financial […]
Read MoreFinancial Literacy Challenge
