Monthly Archives: April 2010

8 Tips to Having a Supercharged 401(k)

By Lon Jefferies | Published: April 21, 2010
For many, the 401(k) is one of the largest asset they will own in their lifetime. Don’t you deserves to have a “lean mean muscle machine” of a plan? Everyone should take the time to speak to a financial advisor to ensure they have the most efficient 401(k) possible. Here are eight tips to get [...]
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Is it Worth Tuning-Up Your 401(k)?

By Lon Jefferies | Published: April 12, 2010
Net Worth Advisory Group is currently offering a special where we analyze a client’s 401k plan and develop an optimized portfolio utilizing the investment choices offered. In most cases, the cost for this service will be $250. Some might wonder “wouldn’t I be better off simply investing that $250?” or “can you really improve my [...]
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Financial Planning Article

By Lon Jefferies | Published: April 7, 2010
I’d like to pass on an article from one of my fee-only financial planning associates, Mr. Tom Posey, CFP, J.D: I’ve had it. I’m calling out an all-too-popular financial fallacy these days. It goes like this: “Stocks? Diversification? Who needs ‘em! Just look at the last ten years. ‘The Lost Decade.’ The S&P 500 Index [...]
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