Tag Archives | certified financial planner in el dorado hills ca

Happy New Year!

Happy New Year! 10 Most Popular Posts From 2016

What a year it has been! As we say goodbye to 2016, here’s a look back at some of the most popular posts on The Astute Advisor blog. Hopefully you find some of these articles helpful. I love reading your comments and feedback. Please don’t hesitate to reach out. You can reach me via email […]

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Mutual Funds - What You Need To Know

Mutual Funds – What You Need To Know

If you have a work place retirement account, you are likely investing in mutual funds. While other investment vehicles like exchange traded funds (ETFs) have grown in popularity, mutual funds haven’t been replaced. At least not yet. Here’s what you need to know. Active or passive: Active or passive refers to the investment approach used within […]

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Hewlett Packard 401k Plan - A Brief Review

Hewlett Packard 401k Plan – A Brief Review

401k plans are becoming the primary source for retirement savings for many Americans. But still, many retirement savers are in the dark. When it comes to the Hewlett Packard 401k plan, there are excellent resources available from human resources and the benefits team. But don’t stop there. Whether you are a current participant or a recently […]

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Hewlett Packard 401k Plan - A Brief Review

Intel 401k Plan – A Brief Review

401k plans are becoming the primary source for retirement savings for many Americans. But still, many retirement savers are in the dark. When it comes to the Intel 401k plan, there are excellent resources available from human resources and the benefits team. But don’t stop there. Whether you are a current participant or a recently […]

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5 Misconceptions Putting Your Finances At Risk

5 Misconceptions Putting Your Finances At Risk

The financial world can be complicated and there is always more to learn. Not only is there a staggering amount of information, but the laws and regulations change regularly.  Over the years, I’ve had thousands of conversations and email exchanges on various personal finance matters. I’ve included some of the misconceptions I’ve heard along the way. Beware of […]

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403b Plans And What Teachers Need To Know

403b Plans And What Teachers Need To Know

Retirement investing for teachers can be confusing. In addition to pensions, teachers can have access to 403b and 457 plans. There are also considerations related to Social Security. It’s no wonder many teachers are scratching their heads. 403b plans were first introduced roughly 50 years ago. They are sometimes called Tax Sheltered Annuities or TSAs. Long ago, annuities were the […]

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