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April Issue 2014
No plan for your 401(k)? You're not alone
Rethink your emergency savings strategy
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2014 Archives
 

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Whether planning for retirement or saving for emergencies, taking the initiative is wiser than procrastinating.  This month's articles offer valuable insights.  It's worth your time to set up a meeting and plan ahead.  


Persona Planning

Featured Article:  No plan for your 401(k)?  You're not along.


By Robert Klein / Marketwatch

March 4, 2014

 

If you're a participant in a 401(k) plan, you probably signed up for your employer's plan and continue to participate in it because of the variety of benefits available from this unique type of retirement arrangement. (More)

 

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Featured Article:  Rethink your emergency savings strategy

By Andreas Coombes / Marketwatch

March 11, 2014

 

Are you brave enough to hold your emergency savings in an investment portfolio of stocks and bond?  While some studies suggest it can be a better deal for your finances, plenty of financial planners - and their clients - say it's a no-go. (More) 

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