Many believe the IRS approval foreshadows the biggest enhancement to the 401(k) plan since the addition of Roth 401(k) accounts in 2006.
Category: From Mike Francis
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%.
Focus on your 401(k) account performance
Besides not saving enough, one of the most common mistakes preventing 401(k) participants from achieving their retirement income goals is failure to pay close enough attention to the performance of their account.
Fiduciary Rule may Save your Account a Bundle
A landmark rule took effect on June 9, changing the way the financial services industry interacts with investors’ retirement accounts.
Active vs. passive investing: Which is right for you?
With billions of dollars worth of asset management fees at stake, a vigorous debate is raging about which asset management strategy is best, active or passive.
For financial adviser search, do homework
When it comes to complex subjects like investing and financial planning, most would benefit from the advice of an experienced professional. Finding the right one, however, is no easy task.
Improve your Retirement Readiness
A lifted U.S. stocks and a boost to the typical 401(k) account, don’t count on riding this bull market to financial security in retirement.
Use HSA to Supplement 401(k) Savings
With life expectancy stretching into the 90s for many, funding a health savings account to supplement your other retirement savings makes a lot of sense.