Monthly Archives: February 2014
Rolling, rolling, rolling… How to do a 401(k) rollover
A few blog posts ago I spoke about retirement with a brief conversation about rollovers. I wanted rollovers to have it’s own, more in depth, conversation. You can rollover your employer account for two reasons, (1) You leave your job … Continue reading
Insurance- how to make it work for you
Insurance. It’s one of the few products that we understand and why we need it. Whether it’s car insurance, health insurance, or life insurance, its purpose is to protect against your loss and transfer your … Continue reading
What are these things called Mutual Funds, really?
When it comes to investing, so many people hear, “You should invest in mutual funds.” And with out question, most people do. So many people invest in mutual funds that, today, nearly half of American households own mutual funds. This number … Continue reading
How would your family know your wishes if you were no longer around?
The topic of this week’s blog post is not fun. But I can assure you that it’s even less fun dealing with the emotions of a major family crisis and then adding the stress of not knowing how to begin … Continue reading
