Probably shouldn’t have done that. That’s what went through my mind during a recent conversation with a prospective client. She was approaching retirement after working at Disney for many years and told me about changes she’d made to her investment allocation within her 401(k). Those changes potentially cost her thousands of dollars. I tried to…
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I recently spoke with a client who told me he is done working for the company and wants to retire. He has been working for the company for 25 to 30 years and has had a great career. He loves the Walt Disney Company and has enjoyed it. Still, when you’re done, you’re done. The…
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Understanding the Disney 401k investment options doesn’t need to be complicated. This overview gives Disney cast members all the basics to begin to make good investment decisions.
Today we will look at a financial case study that offers proof of financial planning’s importance and why it should be a priority. You will also find five key steps to consider for your financial and retirement planning.
