The Tax Man Giveth and the Tax Man Taketh Away

It’s that glorious time of year again: Tax Time! At this point, the tax damage is done. There’s not a lot you can do…BUT did you know that the best time to start planning for your taxes isn’t in December?...

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Which 401k Investor Are You?

The DIY investor enjoys researching investment options and in their free time can be found reading investing articles from The Wall Street Journal, Barron's, Yahoo Finance, etc. This person may believe that paying someone for investment advice is completely counter-intuitive,...

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6 Step Blueprint for your 401k (Part 2)

In our previous blog post we covered the first three tips you need to keep in mind when investing your 401k (for those of you that are dead-set on doing your 401k by yourself). In case you missed it, here...

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6 Step Blueprint for your 401k (Part 1)

So you have one of these “401k thingys” through your employer. Hopefully you have been socking money into it just like your Mom or Dad taught you. The balance has been growing these past 5 years but you still wonder...

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If You Don’t Sell You Don’t Lose

When the value of your 401k drops I would be willing to bet that you say “I lost money in my 401k.” If this is the case, let me be the first to correct your vernacular in this instance. The...

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