Blog Detail

Chicago Financial Planner

http://wohlnerfinancial.blogspot.com/

A collection of posts on personal financial planning and investment topics by a fee-only financial advisor. I also write about 401(k) plans and related fiduciary issues.

• Added on: Oct 17th, 2009
• Country: United States
• Language: English

• Author: rwohlner
• Listed in: Personal Retirement Planning
• Tags: investment financial planning retirement planning 401(k) fee-only fidcuciary

Recent Posts

• Why Are You Running Your Company’s 401(k) Plan?

  Posted on Tuesday November 3rd, 2009 at 09:39 in investment, financial planning, mutual funds, 401(k), financial advice, retirement plan, investment policy, fiduciary, fee-only

  Smart Money recently ran an article depicting several small companies where either the owner or a group of senior managers were in charge of the firm’s 401(k) plan and who were largely making decisions regarding the plan on their own. The article p...

• The Stock Market’s Way Up, What Do I Do Now?

  Posted on Friday October 16th, 2009 at 23:01 in investment, mutual funds, financial planner, financial advice, fee-only

  Since the March lows in the stock market, the major averages have staged a remarkable rally. Per CNBC through the end of July:US markets hit the highest levels of 2009 enforcing a summer rally, and turned in the best July since 1989 for the Dow and 1...

• Hellish Retirement Plans

  Posted on Friday October 16th, 2009 at 23:00 in investment, mutual funds, 401(k), retirement plan, investment policy

  Forbes.com recently published an article “Retirement Plans from Hell” which did a nice job of bringing to light the excessive charges incurred by many retirement plans using an insurance company group annuity platform. This article brought to min...

• How is My Financial Advisor Compensated?

  Posted on Friday October 16th, 2009 at 22:59 in investment, financial planning, financial planner, napfa, fee-only

  Many clients do not understand how their financial advisor is paid. The three basic compensation models are:Commissions: The advisor is compensated for the sale of investments, insurance, or other financial products. Compensation is paid by the firm ...

• Make Pension Decisions Carefully

  Posted on Friday October 16th, 2009 at 22:59 in investment, Pension, financial planning, 401(k), retirement plan

  In the past, a retiree typically received a monthly pension check and Social Security benefits. Now, it's not uncommon for a retiree to have a pension plan, a couple of 401(k) plans, some individual retirement accounts (IRAs), personal savings, possi...

• Characteristics of a Good 401(k) Plan

  Posted on Friday October 9th, 2009 at 23:34 in investment, 401(k), retirement plan, investment policy, fiduciary, fee-only

  My last post discussed some really sub-par 401(k) plans. I’ve also been fairly vocal in discussion groups on LinkedIn about some of the issues and problems I see in many plans.So what does a good 401(k) plan look like? Here are some of my thought...

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