401(k) Workshop, Intro: Planning a P.O.W. Jailbreak and Your 401(k)

Tim Hale

November 14, 2016

After the devastating, unexpected attack on Pearl Harbor in 1941, my grandfather, Blair Hale - better known by his grandchildren as “Pop” - along with many other young American men, ran to his local military recruiting office and asked where to sign-up. Pop was young, patriotic, and going to war.

Tim Hale

November 9, 2016

What A Trump Presidency Means for Financial Markets

Tim Hale

November 9, 2016

The die is cast, the votes are in. Donald Trump, in a shocking upset, is our nation’s president elect. Depending on which side you lean towards and how far, you’re either celebrating with a slew of social media posts, bemoaning your loss among colleagues at the office, or somewhere in between.

Tim Hale

November 7, 2016

What Role Does Savings Play in My Financial Plan?

Tim Hale

November 7, 2016

A friend recently asked, “What role does a savings account play in long-term financial planning? I have a savings account, but I don't generally use it by the time I've contributed to my 401(k), Roth and HSA. Everything else left over goes into my checking account which generally operates as a checking/saving combo..."

Tim Hale

November 2, 2016

The #1 Reason to Hire a Financial Advisor

Tim Hale

November 2, 2016

If you asked 100 people why they would hire a financial advisor, I suspect 99 of them would respond “so they can help me make money.” I don’t disagree with that statement. But recent research shows it’s a bit more nuanced than that.

Tim Hale

October 31, 2016

How to Choose Your 401(k) Investments

Tim Hale

October 31, 2016

Picking stocks and choosing investments in your 401(k) are two very different activities. Allow me to dissuade you from the former, and help you understand a wise approach to the latter.