Posts tagged investment accounts
What to do with your 401(k) plan
What to do with your 401(k) plan

Whether retirement is near or far away, you’ve been assured that more savings now generally leads to a bigger nest egg later. You believed that diligence and determination were the keys to building wealth.

So, in today’s uncertain economic environment, what do you do with your employer-sponsored 401(k) or 403(b) plan?

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New + Noteworthy, TacticsDeb MeyerRedefining Family WealthCOVID-19, Coronavirus, djia, dow jones, stock market, stock market crash, stock market volatility, wealth, wealthy, emergency fund, opportunity fund, retirement plan, retirement savings, retirement, how much to save for retirement, 401k, 403b, economics, investment, investment accounts, Investment Strategy, Amazon, bonds, fixed income, target-date, target asset mix, stock, mutual fund, equities, rebalance, self-directed, investment advisor, risk tolerance, conservative, aggressive, loss aversion, stock declines, financial anxiety, market volatility, stock market swings, 401k contributions, take money out of the 401k, IRA, IRA rollover, Fidelity, Schwab, financial planningComment
Faith-Based Investing: 3 Ways to Invest with Your Values
Faith-Based Investing: 3 Ways to Invest with Your Values

Now, as a more astute investor, I understand the importance of vision and values in financial decision-making when trying to build wealth. This is especially important as a Christian. […] In this article, I want to go over three principles of investing to help you align your financial decisions with your values.

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New + Noteworthy, Legacy, TacticsDeb MeyerRedefining Family Wealthinvesting, diversification, vision, values, why, your why, guiding principles, vision statement, goals, goal-setting, family goals, 401k, 529, 529 plan, 403b, investment accounts, IRA, emergency fund, Cost Basis, taxes, financial independence, Portfolio Construction, Model Portfolio, charity, charitable organizations, donor advised funds, Rainy Day Funds, Christian living, Proverbs, Financial Gifts from GodComment