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Katie Karlson

The Ins & Outs of Taxable Accounts

You need a retirement account (obviously), but another way to grow your money is to invest through a taxable account: a.k.a. an investment portfolio. Unlike an employer-sponsored plan, you’re not restricted to pre-selected choices when you invest...

Tips for Picking a Financial Adviser

Women need to get the max from their money to cover longer lifespans and the occasional career hiatus. "But I don't have that kind of money!" you might say. These days, getting the help of a pro doesn't have to cost much. Investing in one hour...

Why is Rolling Over My 401k So Doggone Tough?

I’ve been meaning to roll over my 401k ever since I left my job in 2008. Like many financial chores, it seemed like a pain—even though every personal finance expert makes it sound like rollovers are a snap. News flash: They’re wrong. First, the...

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