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Financial Planning - Retirement Planning Basics

Is there a simple checklist for retirement planning?

The retirement planning process consists of four critical components, which must work together seamlessly for optimal results.  It is always recommended that you utilize the help of a professi

What fees are associated with Variable Annuities in my 401(k) plan?

Insurance companies offer a range of investment alternatives for 401(k) plans through a group variable annuity contract between an insurance company and an employer on behalf of a plan.  The

What are fees associated with Mutual Funds?

Mutual funds pool and invest the money of many people, which is why they are considered less risky and less expensive than individual investments.  The portfolio of securities held by a mutu

What are other common investment related fees in my 401(k) and how are they charged?

Most investments offered under a 401(k) plan pool the money of a large number of individual investors.  This pooling makes it possible for retirement plan participants to diversify their inve

What fees are associated with my investment choices in a 401(k) plan?

There are a number of fees that will be associated with investment choices, but there are 3 basic types that are commonly associated with investment alternatives in the 401(k) plan.  these f

What fees are associated with my 401(k) Plan?

As we have mentioned before, there are any number of fees and expenses associated with your plan, especially with the influx of new products and services that are now being made available to prot

I'm looking at my 401(k) plan, what is important about the fees?

As more companies are deciding to find ways to put their money away and provide their employees with more benefits aimed at job security.  In order to determine the amount of retirement inco

How can we possibly save for retirement and our child's college education at the same time?

It's seldom easy to achieve a balance between saving for your retirement and saving for the ever-increasing costs of a college education within your present income.