planIQ

Determining Your Risk Tolerance

Buying the Dips

Planning for Retirement When You Are Single

Why Your 401(k) Plan Needs an Objective Auditor

Why Your 401(k) Plan Needs an Objective Auditor

By Jonathan Broadbent

Saving Early & Letting Time Work For You

Do Our Biases Affect Our Financial Choices?

Retirement Plan ‘Finals Presentations’ Can Do Real Damage

A funny thing happened on my way to cleaning up your retirement plan.  A “Finals Presentation” went terribly wrong, yet again.

High-Fee 401(k) Convenient for Employer, Costly for You

The following first appeared on NerdWallet July 29, 2015

By Jonathan Broadbent

Is Your Company's 401k Plan as Good as It Could Be?

How Might Higher Inflation Affect Your Investments?

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The information and calculators provided via this Web site are general information, meant to introduce you to our areas of expertise.  Articles, calculators
and other sources of information are not intended to replace the professional advice of a trained financial professional.

Investment advice is offered by Plan Partners, LLC, a Registered Investment Adviser.  Plan Partners, LLC is an Ohio Registered Investment Adviser and accepts clients outside of Ohio based upon applicable state registration regulations and the “de minimus” exception.
We offer you a wide range of services that are designed to help you, such as: a 401k plan, fiduciary and plan administration, a model portfolio and executive compensation in Cleveland, Ohio.

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