Fokken Financial Services

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Fokken Financial Services We offer services to bring the 2 competing worlds of investing
and insurance together for you.

Disclosure: Investment Adviser Representative of and investment services offered through Royal Fund Management, LLC, an SEC Registered Adviser.

๐Ÿ“… When it comes to your 401(k), contribution deadlines can really matter! โฐ๐Ÿ’ผDo you know the difference between employee ...
10/22/2026

๐Ÿ“… When it comes to your 401(k), contribution deadlines can really matter! โฐ๐Ÿ’ผ

Do you know the difference between employee contribution deadlines, employer matching contributions, and annual IRS limits? ๐Ÿ’ฐ๐Ÿ“Š

Explore 401(k) contribution deadlines and why timing can really matter to better understand the rules, requirements, and some key dates associated with your retirement plan. ๐Ÿ”Ž

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Learn the 401k contribution deadline for 2026, including employee deferral cutoffs and employer rules. Master timing to maximize your retirement savings.

๐Ÿ’ผ What exactly is a 401(k), and how does it work? ๐Ÿค”From employee contributions and employer matches to tax advantages an...
10/14/2026

๐Ÿ’ผ What exactly is a 401(k), and how does it work? ๐Ÿค”

From employee contributions and employer matches to tax advantages and investment options, our guide helps to break down the 401(k) basics you should know. ๐Ÿ“Š๐Ÿ’ฐ

We recommend you get familiar with the terms, understand the rules, and make informed decisions based on your individual circumstances. ๐Ÿ”Žโœ…

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What is a 401(k)? Learn how contributions, employer matches, taxes, vesting and withdrawals work, plus the 2026 limits and what to do after you enroll.

๐Ÿค” Thinking about changing your 401(k) investments? Before making a move, we recommend you take a closer look at your inv...
10/05/2026

๐Ÿค” Thinking about changing your 401(k) investments? Before making a move, we recommend you take a closer look at your investment objectives, risk tolerance, time horizon, fees, and current asset allocation. ๐Ÿ“Š๐Ÿ’ผ

Explore what to consider before changing your 401(k) investments and review the factors that may be relevant to your individual circumstances. ๐Ÿ”Ž

Stay informed. Review your options. Make decisions based on your situation. โœ…

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Thinking about changing your 401(k) investments? Learn how often you can, good reasons to make a change, and when it may make sense to hold steady.

๐Ÿ“… As 2026 comes to a close, now may be a good time to review your retirement savings strategy. ๐Ÿ’ผ๐Ÿ“ŠExplore year-end retire...
09/21/2026

๐Ÿ“… As 2026 comes to a close, now may be a good time to review your retirement savings strategy. ๐Ÿ’ผ๐Ÿ“Š

Explore year-end retirement savings moves, including reviewing contributions, checking beneficiary designations, and considering applicable tax and plan rules. ๐Ÿ’ฐ๐Ÿ”Ž

Review the details. Understand your options. Make decisions based on your individual circumstances. โœ…

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Make these year-end retirement savings moves before 2026 ends: Review your 401(k), boost contributions, and use catch-up limits to finish strong.

09/14/2026

๐Ÿ˜ฐ Retirement savings can feel overwhelmingโ€”but breaking the process into manageable steps can make financial planning easier to navigate. ๐Ÿ’ผ๐Ÿ“Š
Explore 3 ways to reduce retirement savings stress, including reviewing your budget, understanding your 401(k), and setting clear savings priorities. ๐Ÿ’ฐ๐Ÿ”Ž
Stay informed. Review your options. Make decisions based on your individual circumstances. โœ…
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๐Ÿ’ก Using an HSA as part of retirement planning? Avoiding common mistakes can start with understanding the rules. ๐Ÿ“‹๐Ÿ’ฐOur gu...
09/08/2026

๐Ÿ’ก Using an HSA as part of retirement planning? Avoiding common mistakes can start with understanding the rules. ๐Ÿ“‹๐Ÿ’ฐ
Our guide covers 7 common HSA mistakes to avoid, including contribution limits, eligible expenses, tax considerations, and recordkeeping. ๐Ÿ“Š๐Ÿ”Ž
Know the rules. Review the details. Stay informed. โœ…
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Using an HSA for retirement? Avoid these 7 common mistakes so your tax-advantaged savings may stretch further toward healthcare later.

๐Ÿ“š 401(k) investing comes with plenty of terminology. How many of these terms can you define? ๐Ÿค”๐Ÿ’ผFrom vesting and employer...
09/01/2026

๐Ÿ“š 401(k) investing comes with plenty of terminology. How many of these terms can you define? ๐Ÿค”๐Ÿ’ผFrom vesting and employer matches to asset allocation and target-date funds, our guide covers essential 401(k) terms every investor should know. ๐Ÿ“Š๐Ÿ’ฐUnderstand the language. Review the details. Stay informed. ๐Ÿ”Ž ๐Ÿ‘‡

Know these 401(k) terms every investor should know and start making more informed decisions about your retirement savings today. Read more.

09/01/2026

๐Ÿ’ Married couples may have more than one 401(k) to considerโ€”but are you familiar with the rules that apply to each account? ๐Ÿ’ผ๐Ÿ“ŠExplore what married couples should know about their 401(k)s, including beneficiary designations, contribution strategies, account management, and key planning considerations. ๐Ÿ’ฐ๐Ÿ“‹Knowledge can help you make more informed financial decisions. ๐Ÿ”Ž
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๐Ÿ”„ Rolling over a 401(k)? New IRS guidance may affect how certain rollover rules are understood. ๐Ÿ“‹๐Ÿ’ผExplore what the guida...
08/18/2026

๐Ÿ”„ Rolling over a 401(k)? New IRS guidance may affect how certain rollover rules are understood. ๐Ÿ“‹๐Ÿ’ผExplore what the guidance says about 401(k) rollovers, including key tax considerations, eligibility requirements, and rules to review before making a decision. ๐Ÿ’ฐ๐Ÿ“ŠStay informed. Know the rules. โœ…
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New IRS guidance for 401(k) rollover rules to simplify moving your retirement savings. Learn whatโ€™s changing and how the new process might work.

08/10/2026

๐Ÿ“Š Could one simple habit change how you manage your 401(k)?

Regularly reviewing your retirement account can help you stay informed about your contributions, investment choices, and overall allocation. ๐Ÿ’ผ๐Ÿ’ฐ

Explore one habit to consider when managing your 401(k)โ€”and the factors to review along the way. ๐Ÿ”

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Address

231 West Main Street Suite 102
Cherokee, IA
51012

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17123213272

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