In this ten minute video, Barry Mendelson, CFP shows 401K participants and investors how save time and get their retirement plan contributions automatically invested every paycheck using Charles Schwab & Co’s little know Automatic Investment Tool.
Recent Newsletters and Reports
- Thoughts from Barry Mendelson
- ZRC Wealth Management is Hiring!
- Tuning out the noise
- April 2020: 1st Quarter Market Review and Financial Update
- April 2020 Video Update: Perspective, Patience, and a Plan
- Simply checking in
- Using Schwab’s Automatic Investment Tool in 401K & Retirement Accounts
- Video updated from Barry Mendelson, CFP on Sunday, March 22, 2020
- Market volatility update and resources
- Coronavirus: You and your investment portfolio will survive.