Highest and best use of your 401k assets?

Holy Family Orlando Catholic Church
Many neglect their fiscal responsibilities. The time to worry about your future is when you don’t need to.

Meeting with Wells Fargo this morning to discuss rolling over the Disney 401k, managed by Fidelity Investments.

Fidelity would like it to keep it in the family – rollover the corporate 401k into a different Fidelity investment opportunity. This would eliminate any (albeit remote) possibility of a “claw back‘.

While claw backs are highly unlikely with a company like Disney, there are no guarantees.

There have been real life examples where companies have collapsed (remember Enron) and 401k nest eggs destroyed.

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Calling the call center is at the top of our joy list, right?

Mid Life Celebration chair logo


(photo: Mid Life Celebration was inspired in 1979 by a woman sitting on a chair similar to this one)

Refreshing isn’t it? When we stumble upon remarkably helpful call center support.

The special benefits advisors have been extraordinarily helpful. And with each call another layer of personal growth and understanding happens for the caller.

We travel down roads in life we’ve never been down before. We’ve probably seen the road (various life events) on a map, but never had the opportunity to drive on it.

Until the time comes. Usually unpredictably.

These life events are potentially scary because they are big ones.

But there’s always a chance our fear was unfounded.

Come to find out, the drive can be actually much better than we expect.

Guessing it’s because we reap what we sow.

All in preparation to sow even more.

To help more people, in better ways, more often.

Today’s career thought continues with a home thought for the day at the Next Blog

Career Health, Like Physical Health Is A Results Driven Endeavor That Pays Dividends In Proportion To The Investment

Remember though, some of the best learning doesn't happen in a traditional classroom.

Want to get smarter? Read books, take classes, ask questions, teach, pay attention to people who already do well what you’d like to do.

Insight: No one builds a reputation on what they’re gonna do.

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