ExpressJet Empower 401k

Do you work for Express Jet?

Wiser Wealth Management, Inc has partnered with ASA ALPA to offer an annual 401k workshop. In this workshop, we teach the basics a 401k participant should know about building a portfolio to meet their objectives. From these workshops, we often get followup questions. It is our commitment to the Express Jet pilots and flight attendants to offer unbiased FREE 401k advice. Wiser Wealth consistently monitors the 401k plan choices for changes in fees, managers, portfolio changes and unusual performance. From this knowledge, we can give you our recommended portfolio allocations. Why is this free? Casey Smith, president of Wiser Wealth Management, is a retired Captain from Express Jet and works with the ALPA Retirement and Insurance Committee. He is using his resources to help Express Jet employees have a better understanding of investing for the long term, thus improving their retirement portfolios.

OUR MODELS

The following asset allocation models were created by using Vanguard risk benchmarks altered to fit the individual funds within the plan. The funds were chosen by analyzing long term performance, standard deviation, sharpe ratio and alpha. We strongly recommend that you speak with Casey Smith, ASA Alpa R&I 401k Specialist to discuss your investment objective and risk tolerance prior to using these models. Wiser Wealth Management 678.905.4450. Models reflect performance as of 3/28/2015.

 

 

 

 

ASA Empower 401k Instruction Videos

How to Rebalance Your 401(k)

How to Set the Beneficiaries of Your 401(k)

ExpressJet Empower 401k Workshop (ASA ALPA)

The 401k workshop is held each year in February or March. Class sizes are limited to 50 and usually run about three hours. In the past, we have offered a class during the weekday and one on the weekend. In case you missed it, here is a presentation for your review. Click on the image to the left to download. The file size is 13 MB.

RETIREMENT PLANNING

Working with a financial planning firm that understands your life makes planning for your future much easier. Our team, made up of a financial planner, CPA, portfolio manager and estate planning attorney, all understand your career in aviation. Skip the explaining yourself step and move right into fee only unbiased financial advice.

Wiser Wealth extends a substantial discount to our normal planning fees for Express Jet Employees.

Why would you need this service? Can you fill in the blanks?

Recent Tweets

wwm twitter

Are you ready to make the financial & social transition? https://t.co/lcqC3xeN8y
- Friday Aug 18 - 4:00pm

wwm twitter

10 Little Known Ways to Reduce Your 401(k) Taxes https://t.co/dEyItM93af
- Thursday Aug 17 - 4:00pm

wwm twitter

Here are some of the parks across the U.S. where people will be viewing the eclipse. https://t.co/L7fPHyGNFG
- Wednesday Aug 16 - 4:00pm

Newsletter

Sign up for Wiser's E Newsletter

From Our Blog

You’re Doing Commodities Wrong: In Favor of Global Natural Resource ETFs

Before exchange traded funds (ETFs), investing in commodities meant either opening up an account to ...

Who Makes up the Fortune 500 Companies?

Landing on the Fortune 500 is a pie-in-the-sky dream of many business owners. The most profitable U....

What Britain Leaving The EU Means

The EU (European Union) was established following the end of WW II in order to offer financial and s...

Casey Smith to Present at IMN’s Annual Global Indexing Conference

Casey Smith will be presenting on a panel at the IMN Annual Global Indexing Conference in Dana Point...

Get Inspired by These 3 Effective TED Talks

The most esteemed TED Talks are the ones that surprise and delight while delivering keen insight. So...