August 01, 2019 Lucas Casarez CFP® If you are in tech, you have probably heard of cryptocurrency, but should it be a part of your financial plan? To shed some light on this I will address the following: The dutch and crazy expensive tulips Invest in what you know How does cryptocurrency compare to other popular investments? Understanding the risks How does cryptocurrency compare to gambling? A plan is better than a wish Focus on what…
Do you have the option in your Fidelity 401(k) to activate BrokerageLink? If so, this is a great additional feature that most 401(k) plans don’t allow. How do you determine whether it makes sense to use this feature or stick to your traditional 401(k) investment options that have been picked by your employer? My strategy guide will walk you through the thought process. What is BrokerageLink? BrokerageLink is the option within Fidelity 401(k) plans to open…
I know how overwhelming it can be to have access to a 401(k) but be intimidated that you don’t have any idea and probably not even the time to understand why you need one or how they work. After listening to this episode you’ll have a solid understanding of how your 401(k) works so that you can more confidently put yours to use. My First 401(k) Why a 401(k) is Important Power of Time and…