Category: 401k

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15 tax planning strategy cover

15 Simple Year-End Tax Planning Strategies (2019)

You may have heard that the tax reform that was passed at the end of 2017 had a dramatic impact on tax filers. Although most people benefited from lower taxes than in previous years, there are still key strategies that are relevant to review as you prepare for the end of the year. I will layout 15 simple year-end tax planning strategies that range from maximizing your tax efficiency, tax reduction, tax neutral, and possibly…
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October 3, 2019 0
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 open…
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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. Do you know you…
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July 3, 2019 0
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