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Aiken Standard in Aiken, South Carolina

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Newspaper

Aiken Standard

Location

Aiken, South Carolina, United States of America

Date

May 17, 2004

Page

10

Financial 401(k) choices fit into asset plans

Question asks how to plan 401(k) investments within overall asset allocation. Advice stresses understanding how 401(k) holdings integrate with longer term plans and prompts readers to do homework before completing forms.

B.K South Carolina

Investment plan steps to determine status and risk

Outlines steps to assess finances, set return goals, and manage risk and time horizon. Covers net worth, cash flow, target rates, risk tolerance, asset allocation, and 401(k) integration with notes on tax deferral and fund choices. Mentions index funds and resources.

U.S International Stocks Willow Creek Financial Services Inc Welsine

Also Mentioned on This Page

Valentino Sabuco CFP Universal Press Syndicate Bret Martin Indexfunds Morningstar.com Ishares.com Ove Noverus GE Capital Securities and Exchange Commission A.g.edwar Invest MEN. I. SS SIPC A.G. Edwards Ns, Inc Agedwards.com Robert Wilson Aams Financial Moody's S&p Greg Paschal Silver Bluff Road Aiken SC
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