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The Architects
This blog is written primarily by Gary Brooks, CFP, Allyn Hughes, CFP, and Nancy Jones, CFP of Brooks, Hughes & Jones, Partners in Wealth Management in Tacoma.
Contributions are also provided by other local legal, tax and financial professionals. Our goal is to offer insight and education to help Puget Sound area residents answer pesky money questions and build financial security.
Reach us for comment or question at 253.534.8888 or info@BHJadvisors.com. Thank you for reading.
www.BHJadvisors.com
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Tag Archives: 403b
The Paradox of Choice
In an ideal world, your life goals and financial resources would lead you down a path where you have to choose route A or route B from time to time, but, for the most part, the options and expected outcomes … Continue reading
IRA might help fill gaps left by employer-sponsored plans
Gary’s monthly column in The News Tribune was published today in the Business section. It examines five things that are often missing in 401k or other employer retirement plans: 1. Broad diversification 2. Inexpensive index funds 3. Money managers who … Continue reading
Posted in Financial planning, Investments, Retirement
Tagged 401k, 403b, column, costs, expenses, fees, index funds, IRA, News Tribune, Roth IRA, socially responsible investing
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Perils of the 401k
Long before the bear market from October 2007 to March 2009, employer retirement plans such as the 401k and 403b, left a lot of investors unfulfilled and disillusioned. The Pension Protection Act of 2006 was meant to improve these plans … Continue reading →