Smart-phones are less of an option these days and more of an extension of everyday life. Your phone is there for you when you need to know the weather, connect with your friends and colleagues, and when you just have to post that perfect Instagram of yesterday’s brunch.
Let your golden years shine when you set a vision of what you want your life in retirement to be with these tips on family, health and more!
Six Potential 401(k) Rollover Pitfalls
You're about to receive a distribution from your 401(k) plan, and you're considering a rollover to a traditional IRA. While these transactions are normally straightforward and trouble-free, there are some pitfalls you'll want to avoid.
1. Consider the pros and cons of a rollover
Been working hard on some new client portfolio allocations now that I feel the markets are rolling over. In the meantime, I want to thank Caleb Silver and his team at Investopedia for including me in their Top 100 Influential Advisors list this morning. It’s an honor to be on there with so many amazing professionals in our industry.
Your student is planning on following in your footsteps and will be receiving that admissions letter of acceptance sooner than you think.