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106 Things We Do For Clients, No. 28

No. 28 of 106 Things We Do For Clients

Review your investments in your company 401(k), Simple IRA, or 403(b) plans. I recently received this email from a family member: “We went to sign up for our employer’s Simple IRA and were quickly overwhelmed by the 100+ different funds!” According to research, 80% of workers rely on their peers to help them select their investments. But many of those peer advice-givers know just enough to be dangerous. We will research the investment options specific to your 401(k) or 403(b) and recommend those that fit best with your goals.

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