Category: 401(k)

5 Investment Hacks That an Everyday Investor Can Utilize

Available for Interviews: Mario Payne, CFP

Mario Payne is a certified personal planner and the founder of TOAMS Financial in Jacksonville. Mario brings over 15 years of investment experience to his business. He is also the author of the forthcoming book, The RELAX Investor: Conquering Fear & Investing Through Self-Discovery.

What Mario Payne could say on
Fundamental Investment Strategies:

In our sometimes topsy-turvy economy, it’s difficult to predict how the markets will behave from month to month. That’s why it is essential that we put into practice sound investment strategies to meet our long-term goals. Here are 5 smart tips that individual investors should employ:

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5 Strategies to Increase the Size of Your 401(k)

Available for Interviews: Mario Payne, CFP

Mario Payne is a Certified Personal Planner and is the Founder of TOAMS Financial in Jacksonville. Mario brings over 15 years of investment experience to his business. He is also the author of the forthcoming book, The RELAX Investor: Conquering Fear & Investing Through Self-Discover.

What Mario Payne could say on
401(k) Retirement Accounts:

 1. Maximize Employer Match. If your employer offers a 401(k) match, be sure to contribute at least enough to get the full match. This is essentially free money that can significantly boost your retirement savings.

 2. Increase Contributions Annually. As your salary increases over time, consider increasing the percentage that you contribute to your 401(k). Even a small increase each year can have a big impact over time due to compounding.

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Pay Down Debt or Save For Retirement?

Available for Interviews: Chris Janeway

Chris Janeway is Founder & CEO Fourth Point Wealth and coaches investors throughout southern CA.  He is also a national speaker, financial coach and an advocate for financial literacy.

What Chris Janeway can say in an interview about
Debt & Saving for Retirement:

    • This seems to be one of the most highly debated topics in personal finance. Most financial advisors will tell you that paying down your high-interest rate debt like credit cards is a priority, but that you should invest and pay the lower interest debt, especially a mortgage, over time.

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6 Steps to Automate Your Life, Automate Your Retirement Savings

Available for Interviews: Suzanne Powell

Suzanne Powell Suzanne is the founder of Capital Strategies Group, and acting Vice-President of Meridian Wealth Management. She is also the author of the newly released book, The Ultimate Money Moves for Women Over 50.

What Suzanne Powell could say on
6 Steps to Automate Your Retirement Savings:

A financial advisor shares strategies to get ahead
(for very little money)
      • We’re all so busy. We think we’ll do things tomorrow, but the years pass us by.
      • Good news, there are 6 easy steps for getting your retirement savings going:

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How to Adjust Your Retirement Planning Post-Pandemic

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

 

What Harry Abramhamsen can say in an interview about
Retirement Planning Post-Pandemic:

    • Forced into early retirement? What should you do? It is important to seek new employment. Example: Take a top executive in PepsiCo who lost her job. She was in her late 50s. She worked with headhunters and did a lot of daily networking. Fortunately, she landed a great job.

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How 401k Participants Can Handle Inflation and the Current Climate

Available for Interviews: Chris Janeway

Chris Janeway is Founder & CEO Fourth Point Wealth and coaches investors throughout southern CA.  He is also a national speaker, financial coach, and advocate for financial literacy.

What Chris Janeway can say in an interview about
Inflation and 401ks:

Some points to keep in mind are the following when it comes to managing a 401k investment:

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Secrets About Money That Can Change Your Life

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

What Harry Abramhamsen can say in an interview:

Financial missteps to avoid:

  1. Do not roll a previous employer’s 401 (k) into a new employers 401 (k) plan
  2. Consider investing your previous employer’s 401 (k) into a fixed indexed annuity with no fees, this way your money is invested with uncapped upside growth potential and zero risk for market volatility.

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Stop Treating Your Finances Like a Junk Drawer in 2022

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow clients’ wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

What Harry Abramhamsen can say in an interview on
Money Tips for 2022:

    • Doing a seasonal health & wellness checkup of your financial holdings and preparing for the future is a great idea.
    • 401 (k) accounts, IRA’s, investment accounts, various savings, bank accounts, insurance policies, Wills and legal documents, auto, and home insurance policies are scattered all over the place.

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How to Secure Your Retirement: The Case for Scrapping of Your 401(k)

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

 

What Harry Abramhamsen can say in an interview on
A Pension Plan Versus a 401(k):

Knowing the differences between these two retirement plans can help you decide which one is best for your situation.

First, let’s talk about the differences between a pension and a 401(k):

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5 Financial Things to Do Now That You Won’t Regret

Available for Interviews: Lauren Moone

Lauren Moone is an Executive Vice President at Mirador Capital Partners and has been providing investment advice for individuals, families, and institutions for over 13 years.

 

What Lauren Moone can say in an interview:

By the time you reach your mid-30s, you may have been in your career for a while, maybe you own a house, you may have kids or are thinking about starting a family, and you’re usually beginning to make some traction in your financial life. But how do you maximize this momentum so that you’re making the right decisions now that you’ll be thankful for in 10 years? Here are five key elements to consider.

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