Before you take any significant and potentially irreversible actions regarding your retirement savings, you should pause and ask some important questions.
Category: From Mike Francis
Don’t let your lack of funds stop you from seeking help from a financial adviser
Why are so many people who need help with their finances not getting it?
What to do with your 401(k) account when you change jobs
Before deciding what to do with an old 401(k) account, here are a few questions that will help you determine your best course of action.
Roth 401(k) could be a better choice
Overwhelming evidence shows the benefits of Roth for certain types of savers.
Protect Your Retirement Savings from Conflicted Advice
One of the most important workplace decisions you’ll ever make is how to invest your retirement savings.
Are cybercriminals targeting your 401(k)?
The very real possibility that, due to some recent large data breaches, your personal information is now available to anyone motivated enough to go on the dark web and buy it.
401(k) Plans Evolve to Help Young Workers Pay Off Student Loans and Save for Retirement
Many believe the IRS approval foreshadows the biggest enhancement to the 401(k) plan since the addition of Roth 401(k) accounts in 2006.
Let Strategy, Not Fear, Be Your Guide
Like usual, there’s no shortage of things to worry about when it comes to your investments.
Don’t Miss this Moment to Bolster Savings
As featured in the Milwaukee Business Journal, Francis Investment Counsel is pleased to welcome three new members to its MoneyAdvice@Work® Team.
Make some New Year’s adjustments to your 401(k) fund
2017 was a great year for risk takers. A typical balanced portfolio ended the year with a return in the midteens, while many U.S. stock funds returned over 20%.