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Tag: Roth

Fiduciary vs. Financial Advisor: What’s the Difference?

If you searched for the difference between a fiduciary and a “regular” investment advisor, start with the role—not the title. By Jeff Herman The short

What Is a Fiduciary Investment Advisor?

A plain-language explanation of the fiduciary standard, when it applies, and what investors should still verify. By Jeff Herman A fiduciary investment advisor is an

7 Steps to Create a Retirement Income Strategy for 35 Years or More

Part II of our “Have I Saved Enough?” series By Jeff Herman In Part I: “I Have $1 Million in My 401(k). Is That Enough to

I Have $1 Million in My 401(k). Is That Enough to Retire?

Part I of our “Have I Saved Enough?” series By Jeff Herman If you have accumulated $1 million in your 401(k), you have accomplished something

Emotional Decisions in the Heat of the Moment Can Lead to Poor Performance

By Jeff Herman We’re all a little guilty of “balance peeking.” You open your account, check whether the number went up or down, maybe zoom in

You’ve Built the Wealth. Now It’s Time to Maintain the Gain.

By Jeff Herman For decades, you’ve had one primary financial objective: Grow your retirement savings. You contributed to your 401(k). You invested consistently. You weathered