Bryce Schuler, CFP®, Author at Independent Wealth + Business Advisory

Author: Bryce Schuler, CFP®

Managing Your 401(k) Through Crisis

Today’s workers are implored to contribute to their 401(k)s – and for good reason. The practice is rooted in a simple concept. Workers deduct, contribute, and invest a portion of each paycheck automatically. The 401(k) portfolio ideally grows over time with minimal thought or oversight until retirement. But what happens when a crisis interrupts this rosy picture?

Can Financial Planning Tools & AI Shape Your Future?

Financial planning software generates projections based on an individual’s circumstances and goals. Key inputs include income, assets, debts, and spending plans. Just as important are the qualitative factors that shape financial decisions - retirement timing, life expectancy, and estate planning objectives.

Digesting the Election, Markets, and the Next Four Years

November 5th marked one of the most pivotal elections in recent memory. Donald J. Trump’s victory validated some, antagonized others, and left many puzzled about the next four years. These are the consequences of a fierce campaign cycle that featured lofty promises from both candidates. Investors are now tasked with a nearly impossible question: What lies ahead?

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Categories

Managing Your 401(k) Through Crisis

Can Financial Planning Tools & AI Shape Your Future?

Digesting the Election, Markets, and the Next Four Years