Blog
October 20, 2025
Why a Market Correction Could Be Good News for Investors
After a strong third quarter and a better-than-expected September, investors are asking, “How much longer can this last?” In his latest market...
October 13, 2025
Get Serious about Your 401(k) Strategy This Q4
As Q4 begins, now is the time to review your 401(k) plan and make sure your retirement strategy is on track. Waiting...
October 6, 2025
IRS Finalizes Rules on 401(k) Catch-Up Contributions
If you’re 50 or older and planning to make catch-up contributions to your 401(k), big changes are on the way – especially...
September 29, 2025
Roth 401(k)s: What to Know Before You Contribute
More employers are offering Roth 401(k)s inside their plans, making these accounts more accessible than ever. But just because your employer gives...
September 22, 2025
The Rise of 401(k) Millionaires: How to Catch Up
401(k) balances are climbing, and more Americans than ever are reaching a major milestone: becoming 401(k) millionaires. According to recent Fidelity data,...
September 15, 2025
Is It Smart to Stop 401(k) Contributions to Pay Off Debt?
If you’re overwhelmed by high-interest debt, you might wonder: Should I stop 401(k) contributions to pay off debt? This is a deeply...
September 8, 2025
Alternative Assets in 401(k)s: Big Changes Ahead?
As retirement plan rules continue to evolve, one area drawing attention is the inclusion of alternative assets in 401(k) plans. In early...
September 1, 2025
8 Life Events That May Require You to Revisit Your 401(k) Strategy
Your 401(k) shouldn’t be a “set it and forget it” investment. While automation makes saving for retirement easier, it doesn’t mean your...
August 25, 2025
Should I Rebalance My 401(k) Mid-Year?
Mid-year is a common time for people to reassess their finances – including their 401(k) strategy. From market changes to personal life...
August 18, 2025
The 401(k) Vesting Schedule: Why You Should Care
Depending on your 401(k) vesting schedule, it may take you up to 6 years to fully own your matching contributions. Unfortunately, the...