Skip to content
  • Home
  • About Me
  • Fees
  • Resources
  • Youtube
  • Instagram
  • LinkedIn
  • Twitter
  • Facebook
  • eMail

Keith Weiss CFP®

A Goal Without a Plan is Just a Wish.

Category: 403(b)

The 401(k) Cheat Sheet…

…and 403(b) Plans & 457 Plans First things first, a 401(k) is NOT an investment. It is a TYPE of qualified retirement account. You, as the participant of the company retirement plan, must choose HOW to invest your money within the 401(k) account. When you start a job at a mid-sized or larger private employer,… Read More The 401(k) Cheat Sheet…

March 9, 2023March 9, 2023 Keith-WeissLeave a comment

Four Common 401(k) & 403(b) Mistakes to Avoid

While there is no one-size fits all, avoiding these mistakes is a good start. A lot of 401(k)/403(b) investors end up making the same mistakes when choosing their investments. The results are low returns and unbalanced portfolios. Avoiding these four mistakes is a good start for getting more out of your 401(k)/403(b). There is no… Read More Four Common 401(k) & 403(b) Mistakes to Avoid

August 29, 2022August 29, 2022 Keith-WeissLeave a comment

Are You Invested Optimally in Your Company Retirement Plan (401k, 403b, 457)?

Are you invested appropriately in your company retirement plan?… Read More Are You Invested Optimally in Your Company Retirement Plan (401k, 403b, 457)?

March 15, 2018August 29, 2022 Keith-WeissLeave a comment
  • Mail

👆Have a Question? Email me! 👆

Quotables:

“The desire of gold is not for gold. It is for the means of freedom and benefit.”

Follow Keith Weiss CFP® on WordPress.com

Enter your email address to subscribe to this blog and receive notifications of new posts by email.

Join 21 other subscribers

Need Help❓

VISIT WEISS-FINANCIAL.COM TO LEARN ABOUT OUR RETIREMENT PLANNING & INVESTMENT SERVICES.
Book a FREE 15-Minute "Get Acquainted" Phone Call with Me

Tell me about your financial goals and concerns; and I'll share with you how I can help.

Recent Posts

  • A Guide to Determining If You Should Work With a Financial Advisor [Part III]
  • A Guide to Determining If You Should Work With a Financial Advisor [Part II]
  • A Guide to Determining If You Should Work With A Financial Advisor [Part I]
  • The 401(k) Cheat Sheet…
  • Personal Budgeting Software 2023

Categories

  • 401(k)
  • 403(b)
  • Budgeting
  • Company Retirement Plans
  • Economics
  • Financial Planning
  • Insurance
  • Investing
  • Personal Finance
  • Retirement Planning
  • Retirement Plans
  • Small Business
  • Tax Planning
  • Taxes

What I’m Currently Reading:

Disclosure

Weiss Financial Group is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein. Insurance products and services are offered through individually licensed and appointed agents in all applicable jurisdictions. The advisers at Weiss Financial Group are not attorneys of a law firm but can provide guidance to the client’s other professionals.

Blog at WordPress.com.
  • Follow Following
    • Keith Weiss CFP®
    • Already have a WordPress.com account? Log in now.
    • Keith Weiss CFP®
    • Customize
    • Follow Following
    • Sign up
    • Log in
    • Report this content
    • View site in Reader
    • Manage subscriptions
    • Collapse this bar