Managing Your 401K With Confidence

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Did you know that 60% of retirement savers feel overwhelmed by their 401(k) plan information and question their ability to manage their accounts successfully? Even more surprising, one in three people don’t even know how to access their 401(k)—potentially leaving valuable, tax-advantaged dollars on the table.

That’s a problem.

Your 401(k) or 403(b) could become one of the largest assets you own in retirement, yet many individuals still don’t have a clear strategy for managing it.

But there’s good news: 84% of people feel more confident about their financial future when they work with a trusted advisor.

Intelligently Integrated 

At Intelligent Investing, we believe managing your retirement savings should be simple—not stressful. That’s why we created Intelgrations®, our proprietary technology that allows us to intelligently integrate and manage your 401(k) or 403(b) while you’re still working.

With Intelgrations®, we help you:

1. Select the Right Investments
   We tailor your investment choices to support your long-term retirement goals.

2. Monitor and Rebalance Your Plan
   We proactively oversee your 401(k) or 403(b) and adjust your allocations as needed.

3. Align with Your Risk Tolerance and Financial Plan
   Your portfolio should match your comfort level and your broader financial strategy—not just market trends.

You’re Not Alone

You don’t have to navigate this alone. If you’ve ever felt unsure about your 401(k), you’re not alone—and we’re here to help.

To learn more, download our free eBook, “Is Your Portfolio on Track?“ It’s packed with insights to help you stay focused and confident on your journey toward retirement.

And if you’re ready to take the guesswork out of your retirement savings, let’s talk.

Click here to schedule a coffee or complimentary call to discuss how we can help you minimize financial stress and maximize your life.

Disclosure: This blog may reflect the perspectives and research of Intelligent Investing and, where applicable, incorporates insights from guest interviews or expert opinions. Any external views or opinions shared do not necessarily reflect the stance of Intelligent Investing. We may also utilize tools such as ChatGPT to enhance readability, grammar, and flow, while all core ideas remain proprietary to our firm.

Please note that Intelligent Investing does not provide specific tax or legal advice. All investments carry risks, including the potential loss of principal, and past performance is not indicative of future results. Any specific securities, sectors, or investment strategies mentioned are for informational purposes only and should not be considered a recommendation. We encourage readers to consult with Intelligent Investing for advice tailored to their unique financial situation. Unauthorized reproduction or distribution of this content is prohibited without proper credit to Intelligent Investing.

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