All About Roth 401(k)s

“My company just started offering a Roth 401(k). What should I do?” This is a question I receive at least monthly from clients.  Since their invention in 2006, Roth 401(k)s have become more prevalent in employer plans. Having the flexibility to decide whether to contribute to a traditional, pre-tax 401(k) plan or the after-tax option … Continue reading All About Roth 401(k)s

The Myth of a Free 401(k)

A financially savvy client of mine was surprised last week when I mentioned that her 401(k) plan was not free. “But I checked with my company,” she said. “I asked what the plan costs, and they said it’s a free employee benefit.” On the surface this may appear true, but, in fact, 401(k) plans are … Continue reading The Myth of a Free 401(k)

5 Things Female Breadwinners Need from Their Financial Advisor

A growing portion of Relevé Financial's client base is comprised of female breadwinners, defined as women who bring in at least half of their family earnings. A study based on data from 2015 found that nearly half of these mothers (42%) were sole or primary breadwinners. Another quarter (22.4%) were co-breadwinners, bringing home 25 - … Continue reading 5 Things Female Breadwinners Need from Their Financial Advisor