Thoughtful Observations from Thoughtful Advisors
I am a voracious consumer of insight and observations. I try my best to learn and implement great ideas from people who have successfully walked a path I’m on or see things from a different perspective.
Here is a collection of topics I found interesting. Feel free to read and share or read and follow up with me to discuss further if you’d like.
- Have you ever wondered what American companies have the biggest and best 401k plans? Well, look no further than https://401kspecialistmag.com/biggest-best-401k-plan-america/ to see who they are and what they provide.
- Are you investing for your retirement differently than how your parents did? Take a look at https://sungardeninvestment.com/2020/01/29/retirement-envy-is-a-problem-for-baby-boomers-how-to-fix-it/?utm_source=Non+Client+List&utm_campaign=e155a5ca65-RSS_EMAIL_CAMPAIGN&utm_medium=email&utm_term=0_e6958ec1d1-e155a5ca65-173304541 for a different perspective about what to consider. This could help define what success may look like and is a valuable part of accomplishing any important goal.
- Are you a business owner with a 401(k) retirement plan? Here’s an article https://www.plansponsor.com/dont-leave-retiring-plan-participants-hanging/?utm_source=newsletter&utm_medium=email&utm_campaign=Newsdash that explains challenges facing employees who would like or will be retiring soon. This may be too “wonky” for some but it does a good job of defining a real area of need.
- If you’re not investing differently than your parents (#2 above), how might your traditional 60/40 balanced growth allocation investment portfolio perform? Here’s an assessment https://www.planadviser.com/balanced-portfolio-performance-forecasts-fall/?utm_source=newsletter&utm_medium=email&utm_campaign=PAdash about how the last 10 year could affect the next 10 years of returns. No one really knows the future but understanding what is possible certainly helps.
- As a father of young sons, I’m very involved in shaping their beliefs about money, saving, spending, and gift-giving. Here’s are 4 smart savings ideas for your kids https://www.wealthmanagement.com/insurance/four-low-cost-ways-help-secure-child-s-financial-future?NL=WM-27&Issue=WM-27_20200122_WM-27_127&sfvc4enews=42&cl=article_1_b&utm_rid=CPG09000011481529&utm_campaign=25025&utm_medium=email&elq2=08dcc00f76064b858e838421e4df6b78 that cover topics not commonly considered.
Happy Presidents Day Weekend!
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This post was written by Elevate, Inc.
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