What is a Robo-Advisor?

By : Ginger Weber | May 1, 2021

What is a robo-advisor? At Premier Financial Group, we understand that investors have many choices when it comes to selecting the right financial advisor for their needs. In recent years, the choices available to investors have increased with the advent of the so-called robo-advisors.  Just as the travel industry changed from DIY booking sites and automated…

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Easy 401k Rollover in 4 Simple Steps

By : Jeremy Sorci | April 3, 2021

Want to roll over your 401k, but you’re just not sure where to start? You’re not alone; our retirement plan advisors field questions about 401k rollover options on a regular basis. And while the process may seem overwhelming, it can actually be quite simple: If you follow these four easy steps.  1. 401k Advisors Help…

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401k Questions: Advisors Suggest 5 Things

By : Teresa Conley | February 7, 2021

How’s your 401k doing? If you’re like the majority of Americans, You have many 401k questions that need to be answered. It is likely you have got access to an employer-sponsored 401k retirement plan, but you’re not taking advantage of it. According to Bloomberg, more than two-thirds of the U.S. population don’t regularly make contributions…

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The Importance of Financial Literacy

By : Jeremy Sorci | January 23, 2021

We all get them… stacks of envelopes in the junk mail pile, all offering low-interest credit cards. Emails offering “amazing deals” and “once in a lifetime” chances to use a new credit card to pay off existing debt. This steady stream of offers of easy credit is having an impact. The importance of financial literacy…

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High Net Worth Investors & Social Security

By : Jeremy Sorci | January 4, 2021

Premier Financial often answers questions about how Social Security fits into a wealth management strategy. This question is especially common for high net worth investors. Even if most of your income comes from other sources, Social Security can help you leave assets to your beneficiaries.    High net worth investors need to find the most effective…

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Wealth Management Strategies for Millennials

By : Teresa Conley | December 5, 2020

We often hear from millennials who know they’re supposed to start planning for their financial futures and retirement. However, many just aren’t sure what proper wealth management strategies are.  This is understandable; Millennials are currently focusing on things like graduating from college, paying down student loans, and landing that first job. Retirement wealth management strategies…

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401k Advisors Reveal 7 Things They Wish Investors Knew

By : Teresa Conley | August 31, 2020

Clients often come to our 401k advisors with questions about their accounts. It’s understandable; with all of the retirement plan options out there, it’s easy to have questions about which strategies are the most effective. Read on to discover the 7 things 401k advisors wish every investor knew about 401k plans, so they could make the most…

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401k Company Stock: How Much is Too Much?

By : Jeremy Sorci | February 2, 2020

Are you holding your employer’s stock in your 401k retirement plan? If your retirement account contains your company stock, you’re not alone: about 46 percent of eligible employees hold their employers’ stock, and one in five large companies invests employees’ retirement money in its own stock, says Bloomberg.  Including 401k company stock in your plan might…

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Ask 401k Advisors: 7 Keys to 401k Success – Part 1

By : Jeremy Sorci | June 19, 2019

Often people ask our retirement plan advisors: “What is the best way to invest in my 401k?” While many companies provide 401ks as a benefit to their employees, the frequency that we hear this question is alarming. This question underscores that many 401k participants haven’t had enough education from their 401k plan providers to know…

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What financial strategies should you focus on when investing in a 401(k) retirement plan? In this article, we continue the conversation, started in Ask a 401(k) Advisor:7 Keys to 401(k) Success – Part 1, to explore the other areas, we feel, are essential to having a successful 401(k) experience such as how risk tolerance plays into…

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Retirement Planning Checklist: How Should I Prepare?

By : Jeremy Sorci | September 22, 2018

While we all know we need to prepare for retirement, “How should I begin?” is one of the most frequently asked questions we hear.   1. Start the Retirement Planning Checklist by Setting Your Goals  Start your journey toward retirement by creating a retirement planning checklist. You probably already have a good idea of how…

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7 Realistic Wealth Planning Management for Retirement

By : Teresa Conley | June 6, 2018

Some of the most common questions we field are related to retirement. Clients often wonder if they’re saving enough, if they’ve made the right investments, and how, exactly, they should take disbursements to minimize taxes and make those savings last. It’s no surprise that so many people worry about retirement: A 2014 study indicates that…

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