Cliff Cornell
@cliffcornell_
Financial Advisor at Bone Fide Wealth • CFP® Professional • Tweets/Posts ≠ Financial Advice
Sorry, I saw another advisor compensation structure argument again. That means I’m obligated to post this.

Reviewing your net paycheck wondering where the other half went:

Dividends... it is time we had this talk. When a position in a taxable brokerage account has an annually taxable component, such as a dividend, it can create serious tax drag. This week on Yield to Maturity (in bio!)

The 401(k) match is awesome. That being said, it is important to know if an employer offers a true-up provision. Without a true-up match, inconsistent contributions or front-loading to reach the maximum for the year can potentially leave an employee WITHOUT the full match!