Timothy Sumer

Welcome to Ajamouja, your go-to channel for all things finance, investing, and retirement planning! In this video, we tackle a crucial question: "Should You Change Your 401(k) Investments?" We'll explore the factors to consider when making decisions about your retirement portfolio. Whether you're a seasoned investor or just starting, don't forget to subscribe to Ajamouja for more valuable insights to secure your financial future. Let's dive in and make the most of our 401(k) investments together!... ( read more ) LEARN MORE ABOUT: 401k Plans REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing Should You Change Your 401k Investments? A 401k plan is a popular retirement savings vehicle offered by many employers, allowing employees to save for their golden years in a tax-advantaged manner. While contributing to a 401k is a smart financial move, choosin

Why Ed Slott recommends not to name the Trust as Beneficiary of a Qualified Account? In this episode of Berry's Bites, Chris Berry answers the question: Ed Slott and his team recommend not naming the trust as a beneficiary, especially after the Secure Act. Can you explain your take on it? ___________________________________________________________________________ Certified Elder Law Attorney and Certified Financial Planner Christopher Berry of Castle Wealth Group answer questions on retirement and estate planning every Wednesday at 1pm. Register here or give our office a call at 844-885-4200. Castle Wealth Group and Christopher Berry help families with estate planning, elder law, retirement planning , and tax planning from their Brighton, Ann Arbor, Livonia, Bloomfield Hills, and Novi offices. Castle Wealth Group helps families with their legal, financial, and tax planning for their retirement and legacy. With the use of legal structures like revocable living trust

When you leave a job, you should stop and think about rolling your 401(k) into a 401(k) Rollover IRA. Instead of automatically transferring it to your new employer's plan. You could benefit from several advantages of a rolling your retirement plan savings into an IRA. Advantages may include 1) Greater Control and Flexibility; 2) Lower Fees; 3) Portability; 4) Improved Estate Planning. Ray Contact or text Ray Higgins at (858) 251-6873. Email Ray: raymond.higgins@higginscapital.com Higgins Capital is a San Diego fiduciary financial advisor and wealth manager. Subscribe to this YouTube Channel Now: Download FREE Financial Resources from this episode: Sign up for the Higgins Capital Newsletter: Download The Higgins Capital Net Worth Tool: Our focus is investment management and financial planning. We share our knowledge for your benefit. We emphasize Vision, Transparency and Trust to help you focus on the things you can control and the things you can’t. Visit o