Financial Planning and Money Management
Financial Planning and Money Management
Get the straight facts about: -Retirement plans -Investment strategies -Investment products -Fees and anything else that is rarely discussed by the financial industry.
Blog By:
Kon Litovsky
Kon Litovsky

Posts for:
Whether you are a do-it-yourself investor or you work with an adviser, there are several basic principles you should be aware of that can help improve your investment performance. Even though many of these are considered ‘common sense’ by those who are educated about investing, not...  Read More
Many bundled 401(k) plans offered to small practices can have very high fees, which include mutual fund fees and other asset-based fees. Fees average about 1.5% but at the high end of the spectrum fees can be as high as 4%. These AUM (assets under management) fees always grow as your account grows....  Read More
When we talk about retirement plans, specifically the 401k plans, we always have in mind participant-directed plans in which all plan participants get their own personal account and are responsible for managing their own investments. It turns out that participant-directed plans aren’t the...  Read More
Fiduciary liability and hiring a fiduciary to run your plan The best way to help yourself and your employees achieve better investment results is to offer individualized investment advice. When hiring an adviser for your plan, there are several things to keep in mind: 1) A 3(38) investment...  Read More
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