Tag Archives: 401k

Should Millennials Be Your Money Models?

business people sitting around laptop

Gen Y is doing some things right when it comes to saving & investing.

Provided by Reeve Conover – Conover Consulting

Financially, Generation Y is often criticized for being risk averse & unaware. Is this truth, or is it fiction? In some instances, pure fiction. Here are some good financial habits common to millennials – habits their parents and grandparents might do well to emulate.

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Having the Money Talk with Your Children

credit card debt

How much financial knowledge do they have?

Provided by Reeve Conover – Conover Consulting

Some young adults manage to acquire a fair amount of financial literacy. In the classroom or the workplace, they learn a great deal about financial principles. Others lack such knowledge and learn money lessons by paying, to reference William Blake, “the price of experience.”

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Does Your Healthcare Office Have a 401(k) Plan?

401k with pen on top

This employee benefit & hiring incentive may help your office compete.

Provided by Reeve Conover – Conover Consulting

Great employees are hard to find. This truth applies for all businesses, including healthcare offices. The challenge just begins at the point of hiring. Finding top-notch workers is one thing; retaining them is another.

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Index Funds – should that be the only choice in your 401k plan?

 

401k with pen on top

Fees matter.  Expenses matter.  And as your plans’ Trustee, you have a fiduciary responsibility to determine that all fees are “reasonable and necessary” for the proper operation of your plan.  Index funds are generally lower-priced, so shouldn’t that be the only thing you offer?

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Little Things That May Help Your Retirement Saving

coins in jar with retirement written on front and clock in background

Over time, these seemingly small factors could make a major difference.

Provided by Reeve Conover – Conover Consulting

Saving for retirement takes decades and demands the investment of significant amounts of your income. As this major effort unfolds, you should recognize that some subtle factors and seemingly minor decisions could end up making a sizable and positive impact on your financial future.

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Reeve Conover is a Registered Representative. Securities offered through Cambridge Investment Research, Inc., a Broker/dealer member FINRA/SPIC. Cambridge and Conover Consulting are not affiliated. Licensed in SC, NC, NY, CT, NJ, and CA.
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