TAX & FINANCIAL INSIGHTS BLOG

June 20, 2017
man working on a laptop

Do I Need a Financial Advisor?

Have you questioned whether you can take on managing your finances yourself? Do you only have a 401K and allow the company assigned by your employer to manage the account? If you have an advisor already, is he or she the right partner for you? If you’re unsure if you need additional financial assistance, keep reading!
June 2, 2017
compass

9 Tips to Improve your Current 401k Investments

1. Make sure to contribute, at minimum, up to the level of your company’s match. When a company offers a match, it offers potential for “free money” which is not available through any other avenue. If you are a married couple, look at both individuals’ retirement plans to make sure the match is being utilized. …