All Posts By

John Weninger, CFP®

5 Mistakes Employees Make With Company (Employer) Stock

By | 401k, Investing, Retirement | One Comment
Do you have goals of traveling the U.S., paying for your kid’s college or even early retirement? Stock options and employee stock purchase plans are one type of employee benefit that may help you reach those goals.

In order to make the most of these opportunities, you as an investor need to make smart decisions and manage your employee stock and stock options properly. You need to make sure you pay attention to the critical dates surrounding your stock options or risk losing out on the benefits these plans can offer. Read More

ThedaCare 403(b) Savings Plan – 10 Things You Must Know

By | 401k, Investing, Retirement, ThedaCare | No Comments

ThedaCare Retirement and 403(b) Savings Plan

ThedaCare is a community health system consisting of seven hospitals, numerous clinics, healthcare providers and doctors located in Wisconsin.

Our firm advises numerous current and former employees, including doctors, nurse practitioners, etc, so after scouring through the pages of documents and materials, I’ve compiled the 10 Things You Must Know About the ThedaCare Retirement and 403(b) Savings Plan. As a ThedaCare employee, the better educated you are about your 403(b) benefits, the greater your chances of making smart decisions and achieving great retirement outcomes. Read More

10 Things You Must Know About the Oshkosh Corporation 401(k)

By | 401k, Oshkosh Truck Corporation, Pierce Manufacturing, Retirement | No Comments

Oshkosh Corporation 401(k) & Pierce Manufacturing 401(k)

Oshkosh Corporation and affiliated Pierce Manufacturing are two companies who manufacture and deliver vehicles (primarily military & fire trucks) to the men and woman who carry out important and life-saving jobs around the world.

Our firm advises numerous current and former employees, so after scouring through the pages of documents and materials, I’ve compiled the 10 Things You Must Know About the Pierce Manufacturing and Oshkosh Corporation 401(k). The better educated you are about your 401(k) benefits, the greater your chances of making smart decisions and achieving great retirement outcomes. Read More

Kimberly-Clark 401k – 10 Things You Must Know

By | 401k, IRA Rollover, Kimberly Clark, Retirement | One Comment

Kimberly-Clark 401k

Founded in Neenah, WI in 1872, Kimberly-Clark employs approximately 43,000 people worldwide and is a multi-national personal care corporation. While the company is now headquartered in Texas, Kimberly-Clark still has a major presence in Wisconsin, right in Endowment Wealth Management’s backyard in Appleton, WI. Our firm advises numerous current and former employees, so after scouring through the nearly 80 pages of documents and materials, I’ve compiled the 10 things that you must know about the Kimberly-Clark 401k. The better educated you are about your 401k benefits, the greater your chances of making smart decisions and achieving great retirement outcomes. Read More

How To Roll Your 401(k) To An IRA

By | 401k, IRA Rollover, Retirement | 3 Comments
Gone are the times of joining a company straight out of school and staying with them 30-40 years until retirement. Now more than ever employees are transitioning from one company to another.

When you leave a job, you’ll want to make a knowledgeable decision on what to do with your old 401(k) account. You have the option to (1) leave it where it is, (2) roll it into a new company 401(k), (3) roll it into an Individual Retirement Account (IRA), or (4) cash it out (which for most is a terrible option). An IRA is an account that you own personally and is tax-deferred (meaning you don’t pay tax until you withdraw the money, typically after you retire).

In today’s blog, I’ll describe how to properly roll your old 401(k) into an IRA. Read More

Boeing 401k – 10 Things You Must Know About the Boeing VIP

By | 401k, Boeing | 5 Comments

Boeing VIP

With over 168,000 employees, the Boeing Company is one of the largest companies in the United States. After doing the review of the Boeing Pension Value Plan (you can check that out here), I’ve been receiving a number of questions about the Boeing VIP 401(k) or Voluntary Investment Plan. So after scouring through the nearly 300 pages of documents and materials, I’ve compiled 10 things that you must know about the Boeing VIP. The better educated you are about your 401k benefits, the greater your chances of making smart decisions and achieving great retirement outcomes.

Read More