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Financial Heart to Heart for Couples - Make it stand out How we utilize our credit early on can have long-term impacts on our FICO scores. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1635212113433-LX9OI28ZTT7TFST1R76A/unsplash-image-sxQz2VfoFBE.jpg Disruptive Money Management Radio - Financial Heart to Heart for Couples - Make it stand out While our education system may be effective at preparing us for our jobs, the preparation for financial matters is less than adequate. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1635212602650-P591CUP1OLNOS3EJLOQJ/unsplash-image-SoT4-mZhyhE.jpg Disruptive Money Management Radio - Financial Heart to Heart for Couples - Make it stand out Just like the other aspects of your relationship, being on the same page when it comes to financial matters is just as critical. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1635212653021-HZNO4VXW6DH753CMJ0QF/unsplash-image-k_z16ECarPQ.jpg Disruptive Money Management Radio - 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You can’t plan for something unless you assess and can visually see what you’re trying to obtain. https://juncture401k.com/disruptive-money-management/2021/3/1/to-spac-or-not-to-spac-breaking-down-the-hottest-investment-trend-of-2020 monthly 0.5 2021-04-23 https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1614633588899-92DR3F18TJAFHOL5TEQ7/image-asset.jpeg Disruptive Money Management Radio - To SPAC or Not To SPAC: Breaking Down The Hottest Investment Trend of 2020 Facebook was without a doubt one of the most well-recognized company to have undergone an IPO this past decade. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1614634117666-TOFO1IFSOABCBRBPP126/image-asset.jpeg Disruptive Money Management Radio - To SPAC or Not To SPAC: Breaking Down The Hottest Investment Trend of 2020 All investments have an underlying risk and investors should assess their risk tolerance before making decisions on whether they should invest into SPACs. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1614634179245-C1HSYD6EGE737IBX3857/image-asset.jpeg Disruptive Money Management Radio - To SPAC or Not To SPAC: Breaking Down The Hottest Investment Trend of 2020 Knowing the past success and experience of the underlying management team is critical to gauging the success of the SPAC. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1614633543430-ZVIN1Z9W39JJWP38SD1U/image-asset.jpeg Disruptive Money Management Radio - To SPAC or Not To SPAC: Breaking Down The Hottest Investment Trend of 2020 Virgin Galactic was one of the first most prominent company to be listed on the NYSE through a SPAC merger. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1614634050984-64T1YNOY3PHVDGNTGPDH/image-asset.jpeg Disruptive Money Management Radio - To SPAC or Not To SPAC: Breaking Down The Hottest Investment Trend of 2020 SPAC’s raise capital with the intention of buying a private company to take it public. https://juncture401k.com/disruptive-money-management/2021/2/23/5-costly-roth-ira-mistakes monthly 0.5 2021-04-23 https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1614181968393-KE73W5IJF20PWOYIPIS8/image-asset.jpeg Disruptive Money Management Radio - 5 Costly Roth IRA Mistakes Supercharge your path to financial freedom with a Roth IRA. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1614182007881-5ESK71XYRL95ARWSTOIL/image-asset.jpeg Disruptive Money Management Radio - 5 Costly Roth IRA Mistakes Leaving funds in your Roth IRA within a money market may be safe but the lack of growth may hamper its growth relative to inflation. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1614182027413-M3YUYDN7I91C3OIERAF8/image-asset.jpeg Disruptive Money Management Radio - 5 Costly Roth IRA Mistakes Bank CDs within a Roth IRA may seem safe and secure but the low interest rates can barely keep up with the cost of living adjustments. https://juncture401k.com/disruptive-money-management/2021/3/1/protecting-your-family-from-unexpected-death-with-low-cost-life-insurance monthly 0.5 2021-04-23 https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1614622463889-16NA1UL9O3TIHWTVWECB/image-asset.jpeg Disruptive Money Management Radio - Protecting Your Family From Unexpected Death with Low Cost Life Insurance Life insurance is not for the insured. It is to protect your loved ones from unexpected death. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1614622633633-L4TDWA7PP5M2SHYIR1K5/image-asset.jpeg Disruptive Money Management Radio - Protecting Your Family From Unexpected Death with Low Cost Life Insurance Non-smokers and those living a healthy lifestyle can have life insurance coverage for a minimal cost. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1614622531478-MKU5T3YXHWGYXF8ZGRJJ/image-asset.jpeg Disruptive Money Management Radio - Protecting Your Family From Unexpected Death with Low Cost Life Insurance Seek a policy that at a minimum covers any outstanding household debt. From there, you work upwards to cover any other financial concerns: replacement of income, future college expenses, etc. https://juncture401k.com/disruptive-money-management/traditional-ira-vs-roth-ira monthly 0.5 2021-04-23 https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1614059218948-W0WKZRCW1Q02266HH01P/image-asset.jpeg Disruptive Money Management Radio - Traditional IRA vs. Roth IRA https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1614058075092-JT4C0P60668HR6JAKG6N/image-asset.jpeg Disruptive Money Management Radio - Traditional IRA vs. Roth IRA https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1614058944940-1F0LV78AVW99YS3GQOEI/image-asset.jpeg Disruptive Money Management Radio - Traditional IRA vs. Roth IRA https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1614059032535-3JFNGHQJF9P1BKK27RPZ/image-asset.jpeg Disruptive Money Management Radio - Traditional IRA vs. Roth IRA https://juncture401k.com/disruptive-money-management/2021/2/24/understanding-the-backdoor-roth-ira monthly 0.5 2021-04-12 https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1614191458742-3T72TH68ZJZFKBXUAZBF/image-asset.jpeg Disruptive Money Management Radio - Using the Backdoor Roth IRA for High Income Earners https://juncture401k.com/disruptive-money-management/investing-during-uncertain-times monthly 0.5 2021-04-23 https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1613963924512-7AIBEAV54QEXLM1AWDX7/image-asset.jpeg Disruptive Money Management Radio - Investing During Uncertain Times https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1613963977113-JVQ0201Z08IIYNF7IEZT/image-asset.jpeg Disruptive Money Management Radio - Investing During Uncertain Times https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1613963051509-O5VY7DQ3BCRJ8OWD2Z5S/image-asset.jpeg Disruptive Money Management Radio - Investing During Uncertain Times https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1613962933173-R0A4VIQG18NCSXZ2S9CZ/image-asset.jpeg Disruptive Money Management Radio - Investing During Uncertain Times https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1613963211179-L2G76XAYSK83Y3UGVPO6/image-asset.jpeg Disruptive Money Management Radio - Investing During Uncertain Times https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1613962993631-JCZ7EH4QV9NXAHP73YD7/image-asset.jpeg Disruptive Money Management Radio - Investing During Uncertain Times https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1613963161440-49N02PYUEQ0DGSZ7LNH5/image-asset.jpeg Disruptive Money Management Radio - Investing During Uncertain Times https://juncture401k.com/disruptive-money-management/5-most-critical-items-you-need-before-you-pass monthly 0.5 2021-04-23 https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1613962311837-YZMITUCFLLF2QNPASDZ4/image-asset.jpeg Disruptive Money Management Radio - 5 Most Critical Items You Need Before You Pass https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1613962357429-U7WCF4FIC6ACISXYJMSY/image-asset.jpeg Disruptive Money Management Radio - 5 Most Critical Items You Need Before You Pass https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1613962281039-YDQD24QY7XQ1BFS9HZD4/image-asset.jpeg Disruptive Money Management Radio - 5 Most Critical Items You Need Before You Pass https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1613962154283-06XI60PWAT5X05N4OE4T/image-asset.jpeg Disruptive Money Management Radio - 5 Most Critical Items You Need Before You Pass https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1613962249146-B1U4XL6KUCQUPP3WOA6D/image-asset.jpeg Disruptive Money Management Radio - 5 Most Critical Items You Need Before You Pass https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1613962099748-9GGNOX9QP10HUYXLIQGL/image-asset.jpeg Disruptive Money Management Radio - 5 Most Critical Items You Need Before You Pass https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1613962198491-J8OB59ZAP3CSR0AHZES0/image-asset.jpeg Disruptive Money Management Radio - 5 Most Critical Items You Need Before You Pass https://juncture401k.com/disruptive-money-management/should-i-pay-off-debt-or-invest monthly 0.5 2021-04-23 https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1613622829664-AZP6JLCCG01ZA4UWOVZR/image-asset.jpeg Disruptive Money Management Radio - Should I Pay Off Debt or Invest? With student loans now sitting as the second highest form of debt behind home mortgages, it’s no wonder that our younger generation is stressed financially. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1613622944689-U3UYHJRG3BJV3J2SVW1C/image-asset.jpeg Disruptive Money Management Radio - Should I Pay Off Debt or Invest? The power of compound returns if what starts your path to financial freedom. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1613623982652-POX7ZRWNZX0QMLB43GH6/image-asset.jpeg Disruptive Money Management Radio - Should I Pay Off Debt or Invest? Maximize your retirement savings via vehicles like the 401(k), Roth IRA, and Traditional IRA. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1613622680333-G0741LDPJVL50QPX05N1/image-asset.jpeg Disruptive Money Management Radio - Should I Pay Off Debt or Invest? Don’t let debt crush your dreams and goals. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1613622736773-5P5MCGWI0XJC6ID6S6LD/image-asset.jpeg Disruptive Money Management Radio - Should I Pay Off Debt or Invest? Never forget to take advantage of free match money from your employer. Your future self will thank you for it. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1613622658752-KNCPO7LG81U331R1LLCP/image-asset.jpeg Disruptive Money Management Radio - Should I Pay Off Debt or Invest? As our country faces a retirement pandemic, how does your retirement outlook seem like? Having a financial plan in place will at least take the blinders off. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1613622915707-LACF542W76VWMWWPBNUM/image-asset.jpeg Disruptive Money Management Radio - Should I Pay Off Debt or Invest? Achieving financial freedom may seem elusive but it is really just driven by having a sound financial plan and determination to follow the necessary steps. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1613622802849-CWY04B0MGN98GQDU8K3J/image-asset.jpeg Disruptive Money Management Radio - Should I Pay Off Debt or Invest? Maximize your spending by capitalizing on points and cash-back via credit cards but let not the balance linger due to highest interest rates. https://juncture401k.com/disruptive-money-management/2020/9/28/retirement-savings-for-solo-entrepreneurs monthly 0.5 2021-04-23 https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1601313276093-42EAUKSG5WOWQP4SBTJZ/image-asset.jpeg Disruptive Money Management Radio - Retirement Savings For Solo Entrepreneurs Entrepreneurship and self-employed gig workers are on the rise with the advent of technology and many major corporations such as Uber, Lyft, and Amazon outsourcing their work to independent contractors. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1601313437269-0WAQ0FVFNGJETLQCOB9H/image-asset.jpeg Disruptive Money Management Radio - Retirement Savings For Solo Entrepreneurs Retirement savings may seem meager and difficult without the added benefits of a company’s sponsored match but putting retirement savings off for too long can be costly due to the power of compound interest. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1601313377936-I7YL1KXSWJKHZ9KPD9H1/image-asset.jpeg Disruptive Money Management Radio - Retirement Savings For Solo Entrepreneurs With a better grasp on modern technology, Millennials are gravitating towards taking their knowledge and interests to the mainstream audience in ways that previous generations could not; thus capitalizing on opportunities never presented before. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1601313309900-8JQ0ZBUD3CB05SVG3RMP/image-asset.jpeg Disruptive Money Management Radio - Retirement Savings For Solo Entrepreneurs The corporate world, what was once the pinnacle of many individual’s careers, is now seen more as a stepping stone for Millennials as they search for companies, organizations, or even entrepreneurism to fulfill professional passions and ideologies. As corporations shifted out of pensions, the desire to commit decades of work has slowly evaporated. https://juncture401k.com/disruptive-money-management/2020/9/28/why-the-defined-benefit-plan-is-the-single-most-powerful-investment-vehicle-for-business-owners-and-solo-entrepreneurs monthly 0.5 2021-04-23 https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1601313745292-4D67WW9BI0ISTSERCRGE/image-asset.jpeg Disruptive Money Management Radio - Why The Defined Benefit Plan Is the Single Most Powerful Investment Vehicle For Business Owners and Solo Entrepreneurs The first American defined benefit plan was created to encourage soldiers to enlist and stay through the Revolutionary War. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1601313838227-76X4BLKRE72DAQYDAAGY/image-asset.jpeg Disruptive Money Management Radio - Why The Defined Benefit Plan Is the Single Most Powerful Investment Vehicle For Business Owners and Solo Entrepreneurs There is no greater tax-deferred retirement savings vehicle has an upper limit of $230,000 annually. This high level of contribution amount is the quickest route to set aside retirement funds with maximum contributions allowing for over a million dollars saved in under five years. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1601313891266-N7RDC3G9SFXQOVGG97V0/image-asset.jpeg Disruptive Money Management Radio - Why The Defined Benefit Plan Is the Single Most Powerful Investment Vehicle For Business Owners and Solo Entrepreneurs Cash bonuses given can be eaten away by as much as 30% in taxes! https://juncture401k.com/disruptive-money-management/2020/9/11/7f0bs92xp821azssknjfr5xuzzsq27 monthly 0.5 2021-04-23 https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1599852240164-DWS7D01N7V5PFLUZYUSC/image-asset.jpeg Disruptive Money Management Radio - I'm Ready To Invest But Where Do I Start? Don’t get caught accepting minimal investment returns just because there aren’t any good options in your 401(k) account. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1599850939100-JWP9DBHJ1GNLCX4FBGX9/image-asset.jpeg Disruptive Money Management Radio - I'm Ready To Invest But Where Do I Start? Capitalizing on your company’s 401(k) match is a key component to building wealth. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1599852159943-41GSQX3WCWRWUY7KTJPJ/image-asset.jpeg Disruptive Money Management Radio - I'm Ready To Invest But Where Do I Start? The path to financial freedom incorporates different asset categories across multiple sectors. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1599852090402-P1F0S3SBZDM4KLB2N57S/image-asset.jpeg Disruptive Money Management Radio - I'm Ready To Invest But Where Do I Start? A diversified portfolio should include both individual stocks and mutual funds. https://juncture401k.com/disruptive-money-management/2020/9/2/retirement-plans-are-an-essential-but-if-administrated-creatively-they-can-also-be-a-major-asset-to-firms monthly 0.5 2021-04-23 https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1599075722603-UW7GMENQ6VM9J1AZ3SS9/image-asset.jpeg Disruptive Money Management Radio - Retirement plans are an essential – but if administrated creatively, they can also be a major asset to firms. Stress free employees are more productive employees https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1599075959356-S1I9EFBVB4EO1X29XXHE/image-asset.jpeg Disruptive Money Management Radio - Retirement plans are an essential – but if administrated creatively, they can also be a major asset to firms. Working with a retirement plan specialist who benchmarks all aspects of your retirement plan can reduce liability and modernize your plan. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1599075915624-PVCXICR1FETF1LTK9SSE/image-asset.jpeg Disruptive Money Management Radio - Retirement plans are an essential – but if administrated creatively, they can also be a major asset to firms. Did you know that as a plan sponsor, you can be personally liable for not upholding your fiduciary duties? Don’t let mismanagement curtail your own financial assets. https://juncture401k.com/disruptive-money-management/welcome-to-juncture-401k monthly 0.5 2021-11-08 https://juncture401k.com/disruptive-money-management/category/For+The+Plan+Sponsor monthly 0.5 https://juncture401k.com/disruptive-money-management/category/For+The+Investor monthly 0.5 https://juncture401k.com/disruptive-money-management/tag/trust monthly 0.5 https://juncture401k.com/disruptive-money-management/tag/Personal monthly 0.5 https://juncture401k.com/disruptive-money-management/tag/financial+independence monthly 0.5 https://juncture401k.com/disruptive-money-management/tag/stock+options monthly 0.5 https://juncture401k.com/disruptive-money-management/tag/Roth+IRA monthly 0.5 https://juncture401k.com/disruptive-money-management/tag/homeownership monthly 0.5 https://juncture401k.com/disruptive-money-management/tag/invest monthly 0.5 https://juncture401k.com/disruptive-money-management/tag/estate+planning monthly 0.5 https://juncture401k.com/disruptive-money-management/tag/Social+Security monthly 0.5 https://juncture401k.com/disruptive-money-management/tag/financial+wellness monthly 0.5 https://juncture401k.com/disruptive-money-management/tag/retirement monthly 0.5 https://juncture401k.com/disruptive-money-management/tag/life+insurance monthly 0.5 https://juncture401k.com/disruptive-money-management/tag/personal+finance monthly 0.5 https://juncture401k.com/disruptive-money-management/tag/mortgage monthly 0.5 https://juncture401k.com/disruptive-money-management/tag/Traditional+IRA monthly 0.5 https://juncture401k.com/disruptive-money-management/tag/Retirement+Income monthly 0.5 https://juncture401k.com/disruptive-money-management/tag/student+loans monthly 0.5 https://juncture401k.com/disruptive-money-management/tag/investing monthly 0.5 https://juncture401k.com/disruptive-money-management/tag/debt monthly 0.5 https://juncture401k.com/disruptive-money-management/tag/wills monthly 0.5 https://juncture401k.com/home-1 daily 1.0 2025-04-24 https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1549775311131-RMAS4UB3RYD8A0VSWRYT/Startup-Growth_04112017_final.png Home https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1548344633506-JSV9FWNPSZP1SZUFL738/USNews+%26+World+Report+Logo.jpg Home https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1549775218696-ORTBDPMEAWJN1EMZ9U88/lendingtree.png Home https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1549775240324-TLGDP9DQ2ISC2RH5X4N5/termlife2go.png Home https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1615865060201-P9R7TP0D68BQK5V3HUSI/IMG_5939.jpg Home - Hi! My name is Henry Wong… I come from an immigrant family that had always suffered financial hardships. Today, I’ve built a practice helping hundreds of individuals across the nation realize their financial goals and teaching them how to avoid the pitfalls. I’m not here to talk about the lowest-cost mutual fund or encouraging you to put every dollar you possibly can towards your retirement. My philosophy is on instilling the best practices for you to build real financial freedom. I promise you that there will be no complex terminology and all information given is time-tested to bring you a higher understanding of financial wellness. You can find also find my financial guidance on Apple Podcast and Spotify. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1617920986932-0R158GKQAHYSRT2EP1IE/book+cover+page1024_1.jpg Home https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1546498777793-JH9CEJVZWJI1S8F5UAPX/image-asset.jpeg Home https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1611636227997-617BQW75D735NN311RH0/image-asset.jpeg Home https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1546506555832-PLNGT6S2LP99HXVS5CHY/image-asset.jpeg Home - EMPLOYER PORTAL Virtual Enrollment Meeting https://juncture401k.com/our-vision daily 0.75 2021-04-17 https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1575270683996-5UPX0V35WI002ADI03IQ/IMG_5936.jpg Our Vision https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1546735887384-T8DVXIYJ8S65KJL4BEBG/img002+%282%29.jpg Our Vision https://juncture401k.com/contact daily 0.75 2021-09-12 https://juncture401k.com/our-approach daily 0.75 2021-04-17 https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1546737592293-0P6UV3HRJ3ACBP296BQP/image-asset.jpeg Our Approach https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1546760147270-LIT67TA8KW7PMB2IMDVG/image-asset.jpeg Our Approach https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1546737658256-KOTZ3ZF7YRSVVAVIU4S2/image-asset.jpeg Our Approach https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1546756697024-NNZF75HLNBB06DETBBI2/image-asset.jpeg Our Approach https://juncture401k.com/retirement-plan-compliance-and-investment-management daily 0.75 2025-05-21 https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1546840816931-WD93SNKR4F28VYCJAUXV/image-asset.jpeg Investment Management for Retirement Plans https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1546847548963-ETGN1O9ZY2JSFV7FJJB2/image-asset.jpeg Investment Management for Retirement Plans https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1615783615177-9J6YIORS0ZNXE93DSF64/unsplash-image-dWYU3i-mqEo.jpg Investment Management for Retirement Plans - Does your 401(k) meet the needs of the modern workplace? Find out with a complimentary benchmark of your plan. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1546840870822-R8BVIQ1G8GSFLCAY3A8U/image-asset.jpeg Investment Management for Retirement Plans https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1546842454953-VYJJP6BY3FVT08SN9LR4/image-asset.jpeg Investment Management for Retirement Plans https://juncture401k.com/case-studies daily 0.75 2020-09-10 https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1547537368148-GHTSOQ2Q38G7NJBCB18S/image-asset.jpeg Case Studies https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1547504376192-536L4NZ8B7X4Y4Q7X0Y1/image-asset.jpeg Case Studies https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1547537011274-7V5M0NWIM46SNR0H5B74/image-asset.jpeg Case Studies https://juncture401k.com/advisory-team daily 0.75 2021-04-17 https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1575270823393-5LXKL40T6JNI44NG2SE1/Henry+and+Liam Advisory Team https://juncture401k.com/individual-investment-management daily 0.75 2021-04-22 https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1614823948220-LN4PIUW86DTT7USMTN4D/image-asset.jpeg Individual Investment Management - Step 3 Using the details provided to us in both the above steps, we create a blueprint that details the most optimal steps we can take in order to navigate you from your current situation to your financially independent self. This blueprint details how each and every single penny of your income should be saved or paid towards debt. We define the parameters around stock options, business equity, and company buy/sell arrangements. At this time, we’ll also highlight any deficiencies you may be experiencing whether it is insurance, estate planning, or advanced tax strategies. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1614823483760-Q6XV7P30T2XJA0DUABGO/image-asset.jpeg Individual Investment Management - Step 1 We assess your current financial situation, understand your goals, objectives, and concerns. At the end of the day, your financial plan is about you. Our objective is to handcraft a financial plan that is completely custom-tailored to your own specific circumstances. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1614823638593-GAA8UEV4T9G9WEF7FW91/image-asset.jpeg Individual Investment Management - Step 2 We review and analyze all areas of your financial life including but not limited to your debt, savings, equity compensation, business equity, and taxes. Along the way, we’re also checking to make sure you have all the necessary emergency documents in order. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1614824748384-934PA7ZV0NKN8WESNWFH/image-asset.jpeg Individual Investment Management - Step 5 Once you have come to an agreement with a financial plan, we will work to implement it. As you start on your journey towards financial independence, we remain by your side at every step to ensure the necessary tweaks and pivots are made as your life adjusts and changes. Our lives are fluid, as are economic cycles, market environments, and tax laws. As the world evolves, we are committed to evolving your financial plan to the most current landscape. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1614662785827-NAA900G0KU2KSFLPN3D6/image-asset.jpeg Individual Investment Management - Progressive Mindset Our clients understand that no part of life is ever stagnant. With this understanding, they accept that as life evolves, so too must their financial parameters. They are open to incorporating forward-looking ideas and strategies and adopting technology as a keystone of their financial plan. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1617920986932-0R158GKQAHYSRT2EP1IE/book+cover+page1024_1.jpg Individual Investment Management https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1614662397626-C62TWE6DGV5XV1ZY4QVV/image-asset.jpeg Individual Investment Management - Value Partnership Our clients want to experience “success” as they define it. Collaborating with an experienced financial planning team will help them better achieve this objective. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1614658869811-00743TXIJM0PG0W2EJT6/image-asset.jpeg Individual Investment Management - Personal Plan Advisor Let us help navigate your journey towards financial freedom… https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1614744169274-ANVOTY2UHT31EK2TE5SO/image-asset.jpeg Individual Investment Management - Entrust Our clients entrust the investment management of their financial plan to us so that they can spend time doing what they enjoy. They understand that by focusing on what they do best and allowing us to focus on what we do best, we can achieve optimal success together. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1614660603041-CTG9SE6MBHNIY4C2NOFJ/image-asset.jpeg Individual Investment Management - Work With Us Fully integrated financial planning, tax planning ideas, and investment management. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1614826348183-YGXUSVDBJ2WFQSUKF056/image-asset.jpeg Individual Investment Management - Are you ready to achieve financial independence? https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1614662064418-JWH33S7ZNNCHO2DKS8L6/image-asset.jpeg Individual Investment Management - Motivated to Achieve Our clients are motivated to achieve financial independence by making informed and educated decisions based on facts and circumstances. While they have set long-term goals, they still take the opportunity to enjoy life along the way. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1614746123007-PDWLB1ARUQS0B425BV1Q/image-asset.jpeg Individual Investment Management - Investment Management Our portfolios are carefully crafted with a wide variety of investment products to meet your objectives, risk tolerance, and timeframe. Not only can we invest in what’s important to you but we can also eliminate products that do not meet your needs. We are also nimble in that our investment tools are able to adopt the latest trends in the marketplace. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1614746214382-JJTLJQV86UA0FEKBMXOI/image-asset.jpeg Individual Investment Management - Student Debt Payoff The student debt crisis is now the second-highest form of debt following home mortgages. Our expertise in restructuring student debt can help you assess whether it makes sense to refinance. Additionally, we can help you find the best financial institution to execute your decisions. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1614746229820-MPSAMXW970HKQG2KHDP5/image-asset.jpeg Individual Investment Management - Life Insurance We can help assess whether your life insurance coverage is adequate to protect your loved ones from unexpected loss. Additionally, we are able to help structure key-man/key-employee insurance policies for various closely-held entities. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1614746495177-3TINIU6ROCILV4C8FH1A/image-asset.jpeg Individual Investment Management - Equity Compensation and Employee Stock Have you ever wondered if it makes sense to cash out your equity compensation or to continue holding onto it? We are able to provide guidance on the best way to approach your equity compensation and execute decisions while understanding the risks involved. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1614746547262-U6X9FJN1VPIAT2QAX4DB/image-asset.jpeg Individual Investment Management - Tax Planning Many strategies exist to reduce your tax burden during your working years and in retirement. We assess and analyze the myriad of ideas (and associated levels of risk and bureaucracy) to help lower your tax burden so that more of your money is working towards your financial goals. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1614746290048-2KPR51IGTCN9GHDB5BRM/image-asset.jpeg Individual Investment Management - Retirement Income Planning Statistics show that with increasing longevity, we are spending just as many years in retirement as in our working years. We help you craft a retirement portfolio that can provide you with a steady and stable income throughout your lifetime. We’ll use advanced planning software to highlight the optimal withdrawal rates, when to turn on Social Security, and how to evaluate pension options. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1614743656484-17NBFXCJMJUV00DECHZA/image-asset.jpeg Individual Investment Management - Complex Situation Our clients have important decisions to make regarding their financial situation. Whether it is equity compensation, tax reduction, or business exit strategies, we are there to help them make informed decisions to optimize their strategy. We excel at interpreting complex alternatives and translating confusing terms into a simple direction. https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1614824468662-2RZXRX1RML60F0XG171S/image-asset.jpeg Individual Investment Management - Step 4 Together we evaluate the options presented and educate you on the different areas of the recommended planning scenarios. We listen to your feedback and take into consideration the adjustments and fears that you feel about your plan. Our intention is to provide you with confidence and clarity so that you can make informed decisions to reach your financial goals. https://juncture401k.com/client-relatioship-summary daily 0.75 2021-04-22 https://juncture401k.com/customer-relationship daily 0.75 2021-09-12 https://juncture401k.com/disclosures daily 0.75 2021-09-12 https://juncture401k.com/terms-of-use daily 0.75 2021-09-12 https://juncture401k.com/state-mandates/illinois-secure-choice daily 0.75 2025-07-06 https://images.squarespace-cdn.com/content/v1/5c2dace196d4559b6bc9968f/1747542352024-PMM5LI2B3122FM29ZE6I/unsplash-image-hNtNLhO1NVE.jpg Illinois Secure Choice Retirement Plan