401(k) Investing & Retirement Resources
RETIREMENT INVESTING RESOURCES
Investment Plan Options
When preparing to invest either alone or with the help of a financial professional, it is vital to gain an understanding of how any investment will help you achieve your overall financial objective. To begin this process, here are a few questions you should have the answers to that will help you match a particular investment to your goal and give you a better chance to reach your desired outcome.
What is this investment for?
GETTING HELP WITH YOUR RETIREMENT PLAN
When you leave an employer and you have invested in a employer sponsored retirement plan. Making the choice about how you will continue to prepare for retirement is not a decision you want to take without understanding your choices clearly.
To assist you in discovering the right choice; we suggest you discuss your situation with a financial advisor. An advisor will take the time to understand your situation, answer any questions you have, and help you develop a strategy that suits your short and long term goals including your retirement needs.