Thanks to all the extra time away from work, our family is taking a few days of vacation before seeing relatives for Christmas.
I wasn’t planning to publish anything this week until one of my affiliate partners* shared a cool holiday-themed infographic about 401(k)s. Before reading the infographic (below), check out this free deal they’re offering for U.S.-based 401(k) participants.
Blooom is 401(k) robo-adviser offering a FREE 401(k) check-up on your existing account. It’s like a second pair of eyes to evaluate your 401(k) allocations. I already had this done to my account and it’s super slick. You can see the results here.
To claim your no-obligation free analysis, click over to the Blooom website and click “Start Now”.
Then securely fill out a few pieces of information, including your email address and your account info. Their proprietary software will then securely look at your actual 401(k), do the analysis, and provide feedback. Very cool.
If you want Blooom to manage your allocations for you, you can sign up for $10 per month regardless of account size (RBD readers get a month free).
Not interested? That’s fine they’ll leave you alone.
I like Blooom for 401(k) participants who are either 1) clueless or not confident with their fund selections or 2) have a high account balance (>$20,000) and want their portfolio to be professionally managed for them.
Since the $10 monthly fee is fixed, Blooom becomes a better value for larger account balances.
If you know what you’re doing with your fund selections, hiring Blooom to allocate your funds is probably not for you. But you can still get the free analysis.
OK, onto the infographic from Blooom.
* RBD partners with several financial services providers and advertisers who are interested in connecting with readers from this website. These partners pay me an affiliate commission when someone referred from RBD becomes a customer. Affiliate commissions are one of a few ways this site earns money. I only mention and recommended products and services that I use or have vetted. For a more complete list of product and services recommendations, check out the Recommended page.
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