Blog

Investing

401K Asset Allocation

Your 401(k) asset allocation is an essential factor to successful retirement planning. Your 401k asset allocation is the mix of investments within your 401k. The mix of investments or asset allocation helps to ensure that your investment portfolio is aligned with your long-term goals and risk tolerance. If you haven’t

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Wealth Management

New Account Walk Through

Maximize Your Financial Decisions with Pocket Plan • Pocket Plan simplifies financial management and decision-making byorganizing all your financial data in one place.• You can log in securely with your Google or Apple ID to gain access tofeatures such as two-factor authentication.• The dashboard is your starting point to track

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Investing

Are Bitcoin Transactions Reversible?

Are Bitcoin Transactions Reversible? Bitcoin is a decentralized digital currency that operates on a peer-to-peer network. It is used for various transactions, including buying and selling goods and services, and for investments. One of the primary concerns of people using Bitcoin is whether transactions made using Bitcoin are reversible or

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Finance

Is Pocket Plan Safe?

Your financial data is secured on an encrypted network with multi touch security. Data is kept as view only and includes limited personal information.

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Education

How to Create Wealth Twice as Fast as an Entrepreneur?

How to Build Wealth Twice as Fast as an Entrepreneur • Nathan Garcia, founder of the Pocket Plan, explains how entrepreneurs can reduce their tax burden and increase their net worth by structuring their compensation differently. • Earned income, the type of income most entrepreneurs pay themselves, is subject to

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