Broker Check

Help Maximizing Retirement Accounts

| June 24, 2013

The Lead Comment

​Recently I wrote something about “paying twice” (http://www.secureretirementadvisorsllc.com/blog/%E2%80%9Cpaying-twice%E2...) which I encourage careful readers to revisit. There are now “national” services that will – for a fee—provide “guidance” of some type for your 401(k) plan and other similar accounts. Two specific services are mentioned in the Wall St. Journal article referenced directly below.

I mention “paying twice” because – one way or another – these services are not free. The participant will pay. In general, I won’t necessarily disagree with a participant paying for advice. I’m in the “paying for advice” business. But please keep in mind with these types of services, what you are getting – very likely – is an algorithm.

If your 401(k) or similar plan is critical to your achieving your retirement goals, at least talk to a Financial Professional who could show you what customized advice for you would look like – as opposed to simply an algorithm.

The How-To Articles

 

Help Maximizing Retirement Accounts . . . . Wall St Journal

Retirement is No Holiday from Debt . . . . Wall St Journal

The Finance - Economic - Political Articles

The $2.7 Trillion Medical Bill . . . . . New York Times

Breadwinning Wives & Nervous Husbands . . . . . New York Times

Risk-Averse Culture Infects U.S. Workers, Entrepreneurs? . . . . . Wall St Journal


Other Reads

The Future of the Web is Video . . . . . Big Picture

Facebook is for Old People . . . . . Big Picture

Truly and uplifting story.

Brookline Financial Advisor

If you’re looking for a Brookline Metro Financial Advisor – or if you’re happy to work virtually – visit me at my Coolidge Corner office. Or call or email me anytime with your questions!

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