07/08/2026
Our very own Rilee Erickson (Financial Peace of Mind with Rilee) has some interesting insights below. Check them out!
Your 401k Called.
It has questions.
Like:
• When's the last time you actually looked at it?
• Do you know what you're invested in?
• Are your beneficiaries still accurate?
• Are you contributing enough?
• Is your allocation still right for where you are in life?
Most people set up their 401k on their first day of work, pick something (anything), and never look at it again.
I get it. Life gets busy. It's automatic. It feels like it's handling itself.
But it's not. Not really.
Your 401k needs a check-in just like everything else. Allocations drift. Life changes. What made sense at 25 doesn't make sense at 40.
This is literally one of my favorite things to help with.
A 401k review doesn't have to be complicated or overwhelming. Sometimes it's just someone sitting down with you and saying "here's what you have, here's what you need, here's what we're changing."
That's it. 💛
When's the last time you actually looked at your 401k? Be honest. 👇
(The Legal Mumbo) Investment advisory services are offered through Fidelis Wealth Advisors, a registered investment advisor. This content is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any securities. Investing involves risk and results may vary, there is a possibility of loss, under-performance, or that past performance is not indicative of future results. Opinions expressed herein are those of the advisor and are subject to change without notice.
