A Cautionary Tale of No Estate Planning for Retired Widow
Dario Kerkez
February 17, 2025
Here is Jane’s Story: Jane was an 85-year-old widow living in Chicago. She had lived a full and independent life,
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“401k Funds Monitor has been a game-changer for my retirement planning as a busy physician. Their proactive approach in actively overseeing my 401(k) funds provided me with valuable insights and peace of mind. The tools and recommendations offered allowed me to make informed decisions about my investments, even in my hectic schedule.
Their personalized service and expert guidance ensured that I maximized my retirement savings efficiently. I highly recommend 401k Funds Monitor to any fellow healthcare professional looking for a reliable partner in securing their financial future.”
Education
The High Cost of No Estate Planning for Immigrant Family
Dario Kerkez
February 17, 2025
Jovan was a 45-year-old long-haul truck driver living in Chicago with his wife, Jelena, and their three young children. Originally
Estate planning: A Wake-Up Call for Working Parents
Dario Kerkez
February 17, 2025
Here is Kate’s Story. Kate was a 45-year-old single mom living in Chicago. Divorced and raising two young children, ages
Why Estate Planning for Your Family is Essential
Dario Kerkez
February 17, 2025
From 401(k) Savings to Protecting Your Family’s Future: If you’re visiting 401k Bull, chances are you’re focused on building a secure
What is the Value of Your Business? A Starting Point for Financial Planning and Exit Strategy
Dario Kerkez
February 16, 2025
As a small business owner, your business is more than just your livelihood—it’s likely your largest asset. In fact, 80-90% of
Market services
Weekly Major Market Indexes Analysis – 2 17 2025
Dario Kerkez
February 17, 2025
This week, the SPY ETF reached a new all-time high, closing at $609.70 (+1.47%). After an initial drop on the CPI announcement, it
Market Indexes Review – Tarif implementation day 2/3/2025
Dario Kerkez
February 3, 2025
Stock markets tumbled globally on Monday after former President Donald Trump announced sweeping tariffs targeting key U.S. trading partners, reigniting
KODK – Eastman Kodak – Buy Alert – Long term – 2/2/2025
Dario Kerkez
February 2, 2025
Chart Above– left intraday chart on 30min bars – red line is 5 day moving average line increasing, buy alert
Market Review, Federal Reserve Meeting & What It Means for Your 401(k) – 1/29/2025
Dario Kerkez
January 29, 2025
Today, the Federal Reserve’s Federal Open Market Committee (FOMC) met to discuss interest rates and the overall state of the
Market Review – SP500 – SPY (Large Cap Core) – 1/27/2025
Dario Kerkez
January 27, 2025
The SPY, which represents the S&P 500 index, demonstrated resilience today despite market pressures. As of the close, SPY finished
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Chart: Get a Picture of Your 401(k)
We believe one image can outshine a thousand words, especially when it comes to understanding fund selection, performance, and projections. Dive into clarity with our Funds Chart.
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Maximize tax advantages, leverage employer matches, and make savvy investment choices. We guide you to learn, adapt, thrive through market shifts, and secure a vibrant retirement—your journey starts here.
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Unlock the secrets of your financial health with our expert analysis of Balance Sheets, Income Statements, and Cash Flow Reports. Track your wealth journey, make informed decisions, and secure your future.
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Shield your financial future from life's surprises with our tailored insurance solutions. Plus, navigate the complexities of estate planning to pass on your wealth seamlessly. Start planning today!
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Empower your investment journey with our top-notch tools. We will keep tabs on your 401(k) growth, analyze market trends, and ensure your investments are on the right path. Get started today!
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Embark on a journey to financial mastery with us. Learn the ropes, engage with experts, plan your wealth, track your progress, and celebrate your success. Your path to financial prosperity starts here!
401k Me Up
Master Your 401(k): Navigate Your Path to Financial Freedom!
A game-changing guide that empowers you to take control of your retirement future. This insightful book offers a perfect blend of historical context, hard-hitting truths, and practical strategies to supercharge your 401k account. Kerkez, a Certified Financial Planner, demystifies the complexities of retirement planning with clear explanations and eye-opening charts, providing you with the knowledge to make informed decisions. Whether you’re just starting your career or nearing retirement, “401k Me Up” equips you with the tools to optimize your investments, avoid common pitfalls, and secure a comfortable future.
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Comprehensive 401(k) Services for Employees: Your Path to Financial Confidence
Explore specialized information designed to clarify retirement planning and guide you toward a secure financial future, no matter where you are in your journey. Let us help you navigate the complexities of retirement planning and build a secure financial future.
401(k) Funds Monitor: Understand Your 401(k) Funds
Learn valuable information on how to choose and track your 401(k) investments with resources designed to help you make smart investment decisions.
401(k) Management while still at Work
Guidance and management of your employer-sponsored retirement plan keeping same carrier/custodian, ensuring you're making the most of your workplace benefits.
401(k) With Company Stock
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Seamless assistance in transferring your 401(k) to an IRA or new plan when you leave your job, preserving and potentially growing your hard-earned savings.
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Small Business Owners - Empower Your Business: Solo 401k & Business Planning
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Empower Your 401k/403b Team: Resources for Medium & Large Businesses
Explore strategies and resources designed for HR Directors and 401k Plan Administrators to enhance employee benefits and drive financial wellness across your organization.
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