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What Should I Do With My Disney or Universal 401(k)?: Surviving Layoffs in 2020

Before becoming a retirement specialist, I was a full-time Actor's Equity Union performer for Walt Disney Entertainment. That photo up top is me - as Captain Jack Sparrow circa 2008 in Adventureland at Walt Disney World's Magic Kingdom performing "Captain Jack Sparrow's Pirate Tutorial". I was a full-time Disney performer under an Actor's Equity contract from 2007-2010. It was a very fun time in my life, but like the old saying goes, "All good things must come to an end," and they did very abruptly in 2010.

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Managing Retirement Investing and Entrepreneurship During COVID-19. Attn: Central Florida Entrepreneurs - Your Behavior Matters

As an entrepreneur, working from home and self-isolating doesn't make you immune to hearing, reading and the 24-hour news about the coronavirus. Before you make any big financial moves, consider the behavioral side to your finances.

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The FRS Investment Plan - Advice Matters

As of right now there are 22 investment choices inside the FRS investment plan. 11 asset class choices, and 11 target date retirement funds (the plan's default investment funds). What FRS also has available for you is something not too many people know about. You may have heard of it, but I doubt anyone's ever explained it. It's called the "Self-Directed Brokerage Account" (SDBA) within FRS. It allows participants to use thousands of other approved funds and investment choices in the FRS investment plan. Also what it allows you to do is work directly with an advisor and obtain independent personalized investment advice specifically tailored for you and your situation, all within your pre-existing FRS account. That means no rollover, no taxable distribution, no new login, no new statement. Everything is exactly as is except now you can actually get help.

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