Plan
You want tomorrow to be even better than today—and to get there, you need a plan. Once you put numbers to your dreams, they start to materialize. Almost like magic.
Articles
How to Rollover Your 401(k) to an IRA
// Got an old 401(k) and not sure what to do with it? In most cases, the best strategy is to rollover your 401(k) to an IRA or Roth IRA. This way you can have more control and a wider variety of... ➡
The Market’s at Record-Highs—Time to Buy or Bail Out?
The Dow Jones Industrial Average and S&P 500 indexes have reached their highest levels since 2007. Good news! The bad news is that it is too late to get in, right? Not necessarily. It’s true that the rapid rise of the major market indices has... ➡
Reasons to Rollover Your 401(k)
// So you're leaving, or you've left, a job? What should you do with your 401(k)? In most cases, the best strategy is to rollover your 401(k) to an IRA or Roth IRA. This way you can have more... ➡
IRA vs. 401(k) - What's the Difference?
Thinking of saving money for your golden years? Good thinking. You’re never too young to start stuffing the coffers. Two popular retirement investment vehicles worth considering are the 401(k) and the traditional IRA (or individual retirement... ➡
Ask an Advisor: How Much Life Insurance Do I Need?
I commend you for recognizing the importance of protecting your family with life insurance and getting individual coverage. (Group coverage through an employer is great, but is rarely enough and not portable if you change jobs!) For many years... ➡
My First Step Out of Debt
It’s ironic -- and hard to admit -- that, while I advise clients on money management, my husband and I have racked up $40,000 of credit card debt. That's why a few weeks ago, in order to save money, I moved to my dad’s house with my husband and... ➡
3 Reasons to Fire Your Planner
It has been a terrible year. Your investments got clobbered, and you have no idea where you stand in terms of your overall financial plan.Is it time to fire your financial adviser?Maybe. The following reality checks will help you decide: Focus.... ➡
Act Your Age: A Decade-by-Decade Guide to Saving
Do you have any regrets about how you’ve prepared for your retirement so far? Noooo, not you, right? But maybe you’ve heard from friends that they’d be in better shape if only they had remembered to set up that 401k their 20s…or continued to save... ➡
