401(k) — Fee Only Fiduciary Advisor Blog

Posts tagged 401(k)

Getting started, right out of school – Role of the Financial Advisor

After finishing law school, Joe found himself at 29 with an entry-level position at one of the largest firms in his city, along with a lot of student loan debt. Joe also needed a car for his job and with no cash on hand he had to borrow money yet again.

401(k), Financial Planning, Debt ManagementPhillip R. ChristensonSeptember 26, 2017401(k), financial advisor, fee-only financial planning, debt management

Three Quick Tax Tips from the IRS

As much as people don't like the IRS, they can actually be a great resource for useful tax tips other important information. The IRS just published a bulletin on 3 Year end tax tips to save you money.

taxesPhillip R. ChristensonSeptember 19, 2017strategic wealth management, 401(k), 401k services, Wealth Management

What to do with your 401(k) - Your Options, the Pros and Cons

Below is a quick guide to 401(k) plan rollover options and the pros and cons of each.

401(k)Phillip R. ChristensonSeptember 14, 2017401(k) Services, 401(k), how to rollover 401(k), what to do with 401(k), retirement planning