When you leave an employer, you generally have four options for your 401K:
What To Do With Your 401K When You Leave Your Employer
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Don’t Climb the CD Ladder
Certificates of deposit (CDs) are the default investment option for many people’s savings. However, they’re rarely your best choice. Yes, they are essentially riskless investments but you […]
There Is Only One Effective Strategy To Consistently Save Money
Do you want to save more and spend less? When it comes to saving money, passive is the new active.
What are the differences between IRAs and 401Ks?
IRAs and 401Ks are similar in many ways but have important differences that can be confusing. And, it’s not just IRAs versus 401Ks but there are distinctions […]
Should You Invest In Municipal Bonds?
You may have heard about tax-free bonds and are wondering if you should invest in them. Like many of these questions, the answer begins with, “Maybe…” I’ll […]
Saving For College With A 529 Account
Are you saving for your child or grandchild’s education? In most circumstances, a 529 account is the best way to do so. I’ll explain why.
Let's Make A Deal
I’m gonna make you an offer you can’t refuse:
Everything to Know About College Financial Aid and Student Loans
There is a lot to absorb about college financial aid and student loans but it is better to understand this before you make potentially lifelong commitments to […]
Are you retirement-ready?
Are you ready to retire? Before you rent the RV, take bridge lessons, and become helicopter grandparents, complete this checklist:
We Currently Have An Inverted Yield Curve For The US Economy
You may have heard that we currently have an inverted yield curve for US Treasury debt or, you may have no idea what I’m talking about. I’ll explain. What […]
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