425 Memorial Drive
Greenville, OH 45331

401(k) Participant Help

(937) 548-5035

 

Understanding Today’s Financial Environment

Wayne Fourman of Greenville, Ohio is an independent financial advisor serving the greater Dayton area. Specializing in 401(k) plans, his program, 401(k) Participant Help, focuses on building future income and protecting your current investment from economic turbulence. If you believe the “set it and forget it” approach may not be the path to growing and protecting your 401(k), or if you are looking for individualized 401(k) planning, he will provide personalized financial guidance. Education is critical when it comes to protecting one of your largest assets. Contact Wayne either via telephone or email for personalized advice.

 

Helpful Content

Social Security Taxes

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Comparing Investments

Comparing Investments

Estimate the potential capital gains taxes due on your transactions.

9 Facts About Retirement

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

 

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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