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The 401(k) / Retirement Optimization Guide

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Most people contribute to their 401(k) because they know they should, but they haven’t looked at the settings in years. You might be leaving "free money" on the table, paying hidden fees that eat your profits, or realized your money is just sitting in cash instead of growing. Waiting until retirement to find out you made a mistake is a risk you don't have to take.

​This PDF guide gives you a calm, jargon-free roadmap to ensure your money is actually working for you. Instead of complex math, you get a simple 15-minute review system designed for real life.


​What’s Inside:


​The Match Check: Ensure you aren’t leaving your employer’s "free money" behind.


​Investment Clarity: Stocks, bonds, and Target-Date funds explained in plain English.


​The Fee Audit: How to find and fix hidden costs that reduce your returns.


​The "Ghost" 401(k): Simple options for accounts left behind at old jobs


​The 15-Minute Review: A yearly checklist to keep your future on track.


​Stop wondering if your retirement is set up correctly. Take control of your future today with the 401(k) Retirement Optimization Guide.

You will get a PPTX (11MB) file

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