The new BlackRock LifePath Target Date Funds.
You have received letters and emails. Would you like some help in making sense of it all?
Watch a short 8 minute video with my thoughts on the new BlackRock funds, click here.
To download the latest BYU 401(k) plan description referenced in the video, click here.
If you'd like to set up a complimentary 30 minute phone call or in office meeting to address your concerns, click here. (For in office meetings, we will take reasonable health precautions.)
For additional free resources, click here.
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At TM Wealth Management we have created a systematic approach to help people make the transition from working to retirement. We have the experience, systems, and checklists to help you avoid costly mistakes and get things right the first time.
Have you asked yourself these questions?
When can I retire?
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Together, we can create for you a personal plan that answers all the questions above and more. It will outline what you should do from now until your last day at work and beyond. Wouldn’t that be nice to know?
Watch Martin in front of a live audience...
Martin Hurlburt is a founding partner of T.M. Wealth Management, LLC. A registered investment advisory firm with offices in Orem, UT and Reston, VA. To visit their website, click here.