Category: 401k

Take your financial confidence to the next level!

Brokeragelink investment options

Should I Use Fidelity’s BrokerageLink?

Do you have the option in your Fidelity 401(k) to activate BrokerageLink? If so, this is a great additional  feature that most 401(k) plans don’t allow. How do you determine whether it makes sense to use this feature or stick to your traditional 401(k) investment options that have been picked by your employer? My strategy guide will walk you through the thought process. What is BrokerageLink? BrokerageLink is the option within Fidelity 401(k) plans to…
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July 26, 2019 0
Married couple wondering how to split their finances

How Should Married Couples Split Finances Strategy Guide

How should you and your spouse split your finances? Financial issues are one of the leading causes of divorce, so it is important to start out strong. Unfortunately, there is not a magic bullet. It does not make sense that there would be only one way to approach finances as a married couple. Instead I will provide you various scenarios and examples that you may wish to model for your family. Married Couple Money Conversations…
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July 3, 2019 0

What the Tech is a 401(k)?: Podcast

Episode 6. of Techie Personal Finance Bootcamp 1:15 Hello, welcome to this episode of techie personal finance boot camp. Today, I’m going to have fun talking to you about what the tech is a 401k. And so what I’m trying to do here is just give you a little bit more confidence. I know, one of the biggest things that I realized when I was first getting into financial planning and figuring out that financial…
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June 26, 2019 0
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