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Financial Freedom Planners.

Beware of the High Fees in 401(k) Plans Thumbnail

Beware of the High Fees in 401(k) Plans

High annual 401(k) fees hurt your investment returns every single year! Remember when 401(k) sounded like something only a chemist knew about? Now we all receive 401(k) statements routinely – including information about fees. Here’s what to do if the fees rise. When 401(k) plans’ fees hit 2% annually, they introduce a tremendous drag on your investment returns over the long term.

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Let's Talk Retirement Thumbnail

Let's Talk Retirement

Has COVID-19 Forced You to Consider Delaying Your Retirement? Recent surveys have indicated that many of us are rethinking our retirement plans because of COVID-19. In fact, one survey from the nonprofit group Life Happens suggests that a whopping 43% of Americans say they plan to postpone and continue working past their retirement date because of COVID.

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Should Equity Investors Worry About September? Thumbnail

Should Equity Investors Worry About September?

So much for the notion of “Sell in May and Go Away.” If you subscribed to that so-called market strategy in 2020, here is what you would have missed: The S&P 500 was up: • 4.5% in May; • 1.8% in June; • 5.5% in July; and • 7.0% in August. Read more about what this means and how it could affect you.

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