401XkX Coach

401(k) Coach

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Let me help you to Improve Your Financial Health, get more from your savings and look for ways to lower your taxes. These days we need common sense and as Dave Ramsey says, "There is nothing more UNCOMMON than Common Sense." Join me (and our outstanding guests!) as we discuss what you should be doing with your IRA or 401(k).

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401XkX Coach

Five Situations For Variable Annuities

  • by 401XkX Coach
According to the Insured Retirement Institute, sales of Variable Annuities grew by 3% from this time last year. VAs aren't for everyone, however in the right circumstances, variable annuities offer solid benefits. There are at least 5... more
401XkX Coach

Ageism

  • by 401XkX Coach
Ever heard of ageism? Ageism is a term coined by Dr. Robert Butler which refers to discrimination against the elderly. How does this affect you? As a nation, we are getting older. People are living longer than they did in previous... more

What are 3 Big Mistakes people make on their 401(k) plans which you can avoid? The 401(k) Coach can help you get back on track.
401XkX Coach

3 Big 401(k) Mistakes

  • by 401XkX Coach
I had a chance to read a great article this week by Joe Mont. Big 401(k) Mistakes That Hurt Savings – June 1, 2010. This article was interesting to me for a few reasons. The facts he outlines tell me that there is definitely a need for my... more

Did you know that the 401(k) turns 30 this year? Are you saving as much as you can? Do you need your 401(k) to be working harder for you? Let's talk about how we can help your 401(k)!
401XkX Coach

Happy 30th Birthday!

  • by 401XkX Coach
Happy 30th Birthday! Did you know that the 401(k) plan is 30 this year? In 1980, Ted Benna, a Human Resources representative for Johnson & Johnson was asked to put together a new retirement savings plan for the employees... more
401XkX Coach

Diary of a Wimpy 401(k) - Editing Part 2

  • by 401XkX Coach
Well, I am finally done with typesetting and editing on the book, “Help! My 401(k) Has Fallen – And Must Get Up!” . The process of editing reminded me of watching a potter making a clay jar. We’ve all seen the image of a lump of wet clay on... more
401XkX Coach

What Do Mary Kay and Your 401(k) Have In Common?

  • by 401XkX Coach
I finally got some feedback from my compliance supervisor, regarding my upcoming book, "Help! My 401(k) Has Fallen - And Must Get Up!" As a licensed Financial Advisor, I certainly want to be sure my book stays "in bounds". I need... more
401XkX Coach

Get The Word Out

  • by 401XkX Coach
I’ve been getting a lot of questions about the book, “Help! My 401(k) Has Fallen – And Must Get Up!” The book will be available shortly (end of May) for ordering from Amazon. Since this book was written to help EVERYONE with a 401(k) or... more
401XkX Coach

You DO Judge A Book By Its Cover

  • by 401XkX Coach
Well, its all coming together now. Here is the final cover design by Aimee Sims for my upcoming book “Help! My 401(k) Has Fallen – And Must Get Up!” Currently the book is in typesetting and from there will be sent to Create Space. I am... more
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