Fokken Financial Services

09/01/2026

📚 401(k) investing comes with plenty of terminology. How many of these terms can you define? 🤔💼From vesting and employer matches to asset allocation and target-date funds, our guide covers essential 401(k) terms every investor should know. 📊💰Understand the language. Review the details. Stay informed. 🔎 👇

Know these 401(k) terms every investor should know and start making more informed decisions about your retirement savings today. Read more.

09/01/2026

💍 Married couples may have more than one 401(k) to consider—but are you familiar with the rules that apply to each account? 💼📊Explore what married couples should know about their 401(k)s, including beneficiary designations, contribution strategies, account management, and key planning considerations. 💰📋Knowledge can help you make more informed financial decisions. 🔎
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08/18/2026

🔄 Rolling over a 401(k)? New IRS guidance may affect how certain rollover rules are understood. 📋💼Explore what the guidance says about 401(k) rollovers, including key tax considerations, eligibility requirements, and rules to review before making a decision. 💰📊Stay informed. Know the rules. ✅
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New IRS guidance for 401(k) rollover rules to simplify moving your retirement savings. Learn what’s changing and how the new process might work.

08/10/2026

📊 Could one simple habit change how you manage your 401(k)?

Regularly reviewing your retirement account can help you stay informed about your contributions, investment choices, and overall allocation. 💼💰

Explore one habit to consider when managing your 401(k)—and the factors to review along the way. 🔍

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08/03/2026

Fall spending can add up quickly. From back-to-school costs to seasonal expenses, now may be a good time to review your budget and retirement contributions.
Explore practical considerations for balancing everyday spending with retirement savings—without overlooking your current financial priorities.
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Fall spending adds up fast. Here's how to build a fall spending budget in August and keep your retirement savings on track through December.

08/03/2026

👨‍👩‍👧 Did you know some children may be eligible to contribute to a Roth IRA if they have earned income? 💼💰
Learn what parents should know about opening a Roth IRA for a child, including eligibility requirements, contribution rules, and key considerations. 📚 👇

Learn how a custodial Roth IRA for kids works and why starting early may help your child build wealth through tax-free growth.

07/13/2026

Summer is flying by! Before the season ends, take a few steps to help strengthen your financial future.
Check out these 5 financial moves we recommend you make before the end of summer—from boosting your savings to reviewing your retirement plan and preparing for what's next. Your future self may thank you! 👇

Here are financial moves before the end of summer that could protect your 401(k) and close your retirement income gap – before the year-end rush hits.

07/07/2026

Thinking about hitting pause on your 401(k) contributions? ⏸️💼

Before you do, consider the potential impact on your future savings, employer match, and long-term growth. 📉💰
Read this first and make an informed decision about your retirement goals. 📈🚀
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Thinking about pausing your 401(k) contributions? Learn how a temporary pause can affect compound growth, employer matching contributions, taxes, and your long-term retirement savings.

07/07/2026

Healthcare could be one of your biggest expenses in retirement —but are you prepared for the cost?
Learn how much healthcare may cost you in retirement and the steps you can take now to help protect your savings later. Planning ahead today can mean fewer surprises tomorrow. 👇

Healthcare costs in retirement may reach $172,500 – before long-term care. Here's what it costs and 5 ways to plan for it.