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Is a financial advisor the right option for you?

Is a financial advisor the right option for you?

by Pat Haggerty | Dec 18, 2023 | FAQs: Working with a Financial Advisor

  Is a financial adviser the right fit for you? It’s a great question. A financial adviser is not the right option for everyone. Number one, if you’re the type of person that’s getting started on your investment journey, maybe contributing to a...

Larchmont Wealth welcomes Frances McKenna

by Pat Haggerty | Dec 18, 2023 | Fixed Income & Bonds

  This is Pat Haggerty with Larchmont Wealth. I am here today with a very special guest, the newest addition to our team at Larchmont Wealth, Frances McKenna. Frances, you are a longtime fixed income and bond investor. For over 20 years. That is an area that...

401K FRIDAYS: THE “ONE WORD” CHALLENGE

by Pat Haggerty | Dec 18, 2023 | Retirement Planning for Small and Medium Businesses

  All right Josh it’s 401K Fridays, the challenge for this one, tell me the number one reason in your opinion for using a 401k plan in just one word? Taxes. Okay, I very much agree with you, tell me why. Simply put, the government is giving you a gift....

401k FRIDAYS: DON’T PASS UP THE EMPLOYER MATCH

by Pat Haggerty | Dec 18, 2023 | Retirement Planning for Small and Medium Businesses

  We’re here again today, Josh it is 401K Fridays, and my question for today is in the simplest terms possible, what is a 401k plan employer match? Sure, a 401k employer match is when the employer contributes money into the employees 401K retirement savings...

401k Fridays: 1 THING EVERYONE SHOULD BE DOING WITH THEIR 401K (BUT ALMOST EVERYONE ISN’T)

by Pat Haggerty | Dec 18, 2023 | Retirement Planning for Small and Medium Businesses

  It’s 401K Fridays with Josh Feldman Josh. What is something, what is one thing that every person should do on an annual basis with their 401k account? Every participant in a 401k should rebalance their Investments. What that means is that they should...
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