So, your boss is contributing to your 401(k). Great. How much are you contributing to your own retirement account? Do you have a plan for your retirement? Are you on track to realize that plan? According to a 2019 northwestern Mutual study, in the US, adults who work with a financial advisor enjoy “substantially greater financial security, confidence and clarity than those who go it alone.”
Make sure your advisor is on your side: Hiring your financial advisor is a big decision, and one you should carefully consider. It should be someone you are comfortable with and who is a fiduciary. The latter binds them ethically to act in your best interests and eliminates conflict of interest issues from popping up.
Find an advisor with the right specialty: For your 401(k) and other retirement planning, it makes sense to hire an advisor who specializes in retirement planning. We want to help you find the right advisor for your best path to retirement.
Come see us at 401kzone.com and tell us what you are looking for. We will give you options so you can interview, request credentials and find the advisor who shares your vision for your financial tomorrows.