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Tag: Money

Mar

30

2016
Changing jobs? Be aware of these rollover mistakes!

Changing jobs? Be aware of these rollover mistakes!

by Jeffrey Johnston
in Financial Planning
0

So for whatever the reason, you are switching jobs. Your new employer has a great 401(k) with tremendous matching and you immediately signup. But what about that old plan you have, what should you do? Here are a few options and suggestions: 1) You can leave the money where it is. You will want to check the expenses that you are incurring as well as...

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Dec

31

2015
New Year Revolutions!

New Year Revolutions!

by Gary Speicher
in Financial Planning, Other
0

What?  Revolutions, not resolutions?  That’s right!  I’m asking each of you who reads our weekly blog to consider 2016 the year you move forward with some “revolutionary” financial planning moves! First step: Interview and hire a qualified financial advisor. You need a partner as you navigate the complex world of insurance and investments. Your advisor should not only be experienced, knowledgeable and client focused, but also someone you...

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