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How to Replace Arrow into the Investment Plan

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everybody welcome back to the financial freedom show my name is rob berger today were going to be taking a look at a viewers portfolio his name is kurt he sent it in to me this is a portfolio that was created by an investment advisor this is someone hes paying now just a video or so ago we looked at how to simplify a portfolio and there we looked at another portfolio that an advisor had put together that included 11 different funds and we sort of questioned boy do we really need that many were going to kind of do the same thing today but our focus is going to be on fees and im going to show you just how much in wealth you can lose to investment fees and im going to show you a tool personal capital that i use and that i think is a great tool to analyze your fees so were going to look at the portfolio get a sort of understanding of the fees the impact those fees will have on wealth over time and then some things you might be able to do to reduce the fees so with that lets get rig

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Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

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Can I change my investment options in 401k?

For employees looking to change 401(k) contributions, the process is often as simple as docHubing out to your plan provider and confirming that youre allowed to make a change at this time. Some companies have rules around when and how often employees can make changes to their contributions.

How do I change my Fidelity investment plan?

Sign in to Fidelity using the NetBenefits website at the following link: .netbenefits.com. Once logged in, select Quick Links. From Quick Links, select Contribution Amount. Select Contribution Amount again. Select Begin Change Contributions.

How do I change my investment strategy on Fidelity?

2:38 8:22 How to Change Your Fidelity 401k Investments - YouTube YouTube Start of suggested clip End of suggested clip And scroll down to change investments. You have three options when changing your investments. TheMoreAnd scroll down to change investments. You have three options when changing your investments. The first option is to change your investment elections.

How do I change my 401k investments?

For employees looking to change 401(k) contributions, the process is often as simple as docHubing out to your plan provider and confirming that youre allowed to make a change at this time. Some companies have rules around when and how often employees can make changes to their contributions.

Can you change your Fidelity plan?

If you prefer, you can make these changes by phone; call Fidelity at 1-800-343-0860/V and 1-800-259-9734/TTY.

How do you create an investment strategy?

Write It Down. The first process is to write down your investment strategy as a process. Have Beliefs. You should have beliefs about why investments become over- or undervalued, and how to exploit those. Make It Resilient. Measure It.

How do I change my investment plan on Fundrise?

You can change your investment plan at any time from the Investment Plan section of your account settings. Changing your investment plan will not rebalance any investments youve made previously, but will instead apply to any new investments you make, including auto-investments and dividend reinvestments.

When should I change my investment strategy?

If your financial timeline changes as it does, for example, when you near retirement If your financial timeline changes, as it can when nearing retirement, your investment strategy may need a tweak. Changes in how much risk you are prepared to accept could likewise trigger changes in your investments.

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