5 Reasons Lockheed Martin Employees Don’t Need A Financial Advisor

By |2018-08-01T15:26:33+00:00July 31st, 2018|Planning|

No...that's not a typo in the headline. In this article, I'll talk about why you don't want to hire me- a financial advisor, to manage your financial picture. If you fall into one (hopefully more than one) of the five categories below, you might be in good shape to [...]

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Robo-Advisor: Should I use one for my Lockheed Martin retirement?

By |2018-04-23T19:43:05+00:00April 24th, 2018|Retirement|

"Should I use a robo-advisor for my Lockheed Martin retirement?" The term "robo-advisor" has become an investing buzz-word over the last several years. I thought I'd try to take a big picture look at what the term means and look at the positives and negatives of using a robo-platform for [...]

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Five Common Mistakes Made by Lockheed Martin 401k Participants

By |2018-08-21T19:22:59+00:00January 31st, 2018|401k|

What mistakes do Lockheed Martin 401k participants typically make? Your 401k is most likely the most important retirement vehicle you'll have when you retire. But why do so many people not treat it that way? Below are a few common mistakes I see with 401k participants. Trying to time [...]

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