Tis the season for many new and replacement investment options for 401k plans. While our fancy New Vault, which we are still establishing connections does a fantastic job of reporting, it has one catch.
401k: New Options = Needed Review
Be sure to let us know if you have a new investment option in your 401k. ESPECIALLY important to let us know if your current option is being replaced with a new fund.
We will do a complete analysis to determine the appropriate action.
Hat-tip GA from the field …thanks for the reminder of the season!
Friday – Travels
Next week starts a two week trip out of the state for business, friends, family, tennis, Newsletter creation, and lastly a little R & R.
Expecting to be heavily tethered next week, but as a family favor lightly tethered the following week.
…. Oh, some terrific articles coming here too…one VERY IMPRESSIVE research related post from Donald “The Brain” that we have never seen completed…such the research and neat findings.
But …. that is all next week, and today is a Friday, heading into a summer weekend! ENJOY!!!
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth