Monthly Archives: May 2010

“In-Service” Distributions from 401(k)s

By Lon Jefferies | Published: May 17, 2010
Many people work for employers who offer a less-than-desirable 401(k) plan. Unfortunately, many 401(k) plans offer only a limited number of investment options, which prevents plan participants from diversifying their retirement account. Additionally, a 401(k) may offer only investments with average to poor performance track records. Finally, some 401(k) plans only offer investment options with [...]
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How to Live the Life You’ve Imagined

By Lon Jefferies | Published: May 13, 2010
What makes Net Worth Advisory Group different from other financial advisors? Why is it crucial to work with a financial planner who accepts a fiduciary responsibility to always act in your best interest? What are the economic and emotional benefits of having a comprehensive financial plan? View the six-minute video titled “Your Path to a [...]
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More Emphasis on Investment Costs

By Lon Jefferies | Published: May 13, 2010
The financial advisors at Net Worth Advisory Group are strong believers in full disclosure. We strongly believe every investor should know exactly what they are paying, and should receive value and service that is equivalent to that fee. The sad reality is, most investors have no idea what fees they are paying, and to who. [...]
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How To Live the Life You’ve Imagined

By Lon Jefferies | Published: May 12, 2010
What makes Net Worth Advisory Group different from other financial advisors? Why is it crucial to work with a financial planner who accepts a fiduciary responsibility to always act in your best interest? What are the economic and emotional benefits of having a comprehensive financial plan? View the six-minute video titled “Your Path to a [...]
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Another Example of How Financial Plans Prevent Mistakes and Reduce Heartburn

By Lon Jefferies | Published: May 10, 2010
Most financial advisors had a long, rough day last Thursday. Their phones rang off the hook with clients calling in a panic, anxious to sell their positions, looking for information, and hoping for reassurance. Of course, that was the day the DOW dropped 1,000 points in less than twenty minutes. Counter to what you would [...]
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