The 401k Rx

The 401k Rx We Fix Broken 401(k)s! We specialize in physician groups, medical offices, and dental offices.

Are you spending too much, too little or just the right amount?
01/17/2019

Are you spending too much, too little or just the right amount?

Here's how to find balance.

The twice-monthly newsletter will help you stay financially savvy.
01/14/2019

The twice-monthly newsletter will help you stay financially savvy.

Sign up and stay tuned for this week's posts.

Trillions of dollars of assets will be handed down over the next few decades. Is your family prepared?
01/05/2019

Trillions of dollars of assets will be handed down over the next few decades. Is your family prepared?

Your estate might not be as large as you had hoped if you don't take the right planning steps.

Potential real estate investors and first-time homebuyers might want to consider these areas.
01/02/2019

Potential real estate investors and first-time homebuyers might want to consider these areas.

New areas of affordability are popping up across the U.S., so find out which markets offer the best opportunities.

Already thinking about tax season? If you have kids under 17, here's what to keep in mind.
12/30/2018

Already thinking about tax season? If you have kids under 17, here's what to keep in mind.

The Child Tax Credit is available to many households who have dependent children, and it can result in a nice tax refund if you qualify.

It's easy to accidentally overspend, but it's also easy to correct wasteful habits and become better at saving.
12/28/2018

It's easy to accidentally overspend, but it's also easy to correct wasteful habits and become better at saving.

Find out where you might be going off track.

Taking good care of your finances will translate to you feeling calmer and happier. Here's where to start.
12/22/2018

Taking good care of your finances will translate to you feeling calmer and happier. Here's where to start.

I’ve never felt so financially confident or empowered after putting these four financial self-care habits into action.

Coming up with the exact amount you need to save can feel overwhelming, so take a step back and look at the big picture.
12/19/2018

Coming up with the exact amount you need to save can feel overwhelming, so take a step back and look at the big picture.

If you’re unsure what this means when it comes to setting your savings goals now, the following rules of thumb can help you come up with a monthly savings target—and implementation plan—to increase your chances of achieving the retirement you envision.

Traveling soon? Double-check all baggage fees before you head to the airport to avoid overpaying.
12/16/2018

Traveling soon? Double-check all baggage fees before you head to the airport to avoid overpaying.

Think you're getting a low fare? Add up the extras before you buy.

The twice-monthly newsletter delivers helpful tips and news.
12/10/2018

The twice-monthly newsletter delivers helpful tips and news.

Sign up and stay tuned for this week's posts.

Can employees discuss their salaries with one another? Find out what the law protects.
12/08/2018

Can employees discuss their salaries with one another? Find out what the law protects.

In this post, we outline what rights the National Labor Relations Act guarantees, who it protects, and what happens to companies that violate the Act.

You may not know this surprising detail about required minimum distributions.
12/05/2018

You may not know this surprising detail about required minimum distributions.

Heirs are responsible for the last required minimum distribution when someone dies. Here's how it works.

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