The articles and links to third-party websites contained on this page are provided solely as a convenience to you and should not be construed as an endorsement of the content nor are they intended as investment advice.  We make no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues


It’s Time for Your 401(k)’s Annual Physical

Include your spouse’s accounts in your 401(k) planning. If one person’s retirement plan leans toward a certain type of investment, the other’s might balance it, say experts. PHOTO: STOCKPHOTO/GETTY IMAGES

Include your spouse’s accounts in your 401(k) planning. If one person’s retirement plan leans toward a certain type of investment, the other’s might balance it, say experts. PHOTO: STOCKPHOTO/GETTY IMAGES

By Andrea Coombes

Five to-do items to keep your retirement account on track.

Have you looked at your 401(k) lately? Many are convinced the best thing to do with a retirement plan is not to fiddle with it. It’s good to ignore short-term volatility and focus on long-term goals. But you shouldn’t ignore your account entirely.

“Check it annually,” says Kimberly Foss, founder of Empyrion Wealth Management Inc. in Roseville, Calif., and New York. “A lot of people set it and forget it. That’s a big deterrent to really creating wealth for an individual over time,” Ms. Foss says, noting that she helps clients manage their 401(k)s like any other asset.

Here are five to-do items to keep your 401(k) on track in 2017. Read more here.


Categories: 401(k)

AS SEEN IN

As Seen In
Marty Higgins Women's Choice Award

MEET MARTY HIGGINS

Martin V. Higgins CFP, ChFC, CLU, AEP, LUTCF, RHU is a Certified Financial Planner, author and retirement income specialist who helps people prepare financially for retirement by designing written retirement income plans for people who may need to last 30+ years.

He is the CEO of Family Wealth Management and creator of “The WealthCare Process” designed to simplify and coordinate the financial affairs of his clientele of pre-retirees, retirees, widows and small business owners. He’s won the Women’s Choice Award for Financial Advisors and Firms.

His latest book “DistributionLand”, published in October 2014, immediately became an Amazon Best Seller and is a must read for anyone preparing for retirement.

 

The Women’s Choice Award Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience, and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award® Financial Advisors, though they may have paid a basic program fee to cover the cost of a client survey through Advisor Impact. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified or its partners and affiliates and is no guarantee as to future investment success. This portion is updated periodically. Please access updated content here: http://www.womenschoiceaward.com/financial-advisor-information.

Follow Us

Facebook
Find us on Google+
LinkedIn
Twitter

This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Registered representatives offer securities through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Investment advisor representatives offer advisory services through Mutual of Omaha Investor Services, Inc. Family Wealth Management and Mutual of Omaha Investor Services, Inc. are not affiliated.

Top