Investing is about the long-term. Rome wasn’t built in a day and your investment portfolio will not be either. Successful investing requires a diversified portfolio and consistent contributions. You’re much…
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Just as you need to find balance between spending and saving, you need to find balance between working and time for yourself. Although saving for retirement is extremely important, it…
Credit can either help or hurt you and it is important to properly manage your credit. You have to use a credit card to build credit, but it is important…
It is important to build credit, so having a credit card is a good thing. In order to buy a car, home, etc. you must have credit. The easiest way…
Plan review is not all about investments! An important part of the annual plan review is fiduciary education, not just investment performance! KWM has 19 different fiduciary education modules to…
In the first episode Jason and Chad Kolinsky take you way back where it all started. We touch on our roots and explain how we got involved in the financial…
How to get started with a financial plan: Create a budget! Creating a budget and tracking your expenses is the first thing you should do to put yourself on track…
Do you know the difference between a fiduciary and a broker? A fiduciary must by law act in your best interest, however not all advisors act as a fiduciary. In…
Is your broker really a retirement plan advisor? Plan sponsors need to be working with a retirement plan advisor who understands their complexities and fiduciary responsibilities. Participants should check to…
Set yourself up for success with these top 4 tips for 401k plans. 1. Enroll in the plan! You got to be in it to win it! 2. Maximize the…
