VIDEO

How Often Should I Review My 401k?

This month's webinar provides essential insights into managing your 401(k) for optimal long-term growth.  Learn how often you should review your plan, strategies for managing risk, and how to maximize your contributions.  We'll cover:

  • How Often to Review Your 401(k):  Discover the ideal frequency for checking your account, balancing proactive monitoring with avoiding emotional decision-making based on short-term market fluctuations.  We'll explore the differences between actively managed and target-date funds.
  • Managing Risk and Staying on Track: Understand how to diversify your portfolio, focusing on what you can control (contributions, asset allocation) rather than reacting to daily market news.  We'll discuss adjusting your strategy based on your time horizon until retirement.
  • Maximizing Contributions and Investment Choices: Explore the benefits of pre-tax and Roth options (if available). Learn how to leverage the power of compounding interest and even consider auto-escalation features to steadily increase your contributions over time.
  • Addressing Life Events: Understand how significant life changes (new job, layoff, health concerns) might necessitate adjustments to your 401(k) strategy

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401(k) Education
Personal Finance