Change in Employment? Tips for Your 401(k)

“Opportunity is missed by most people because it is dressed in overalls and looks like work.” 
~ Thomas Edison

Life is full of change. It is no surprise we are often faced with changes in employment. Regardless of what led to the change, you’re left with questions about your employer sponsored retirement plan, likely a 401(k). Here is a list of the top mistakes people make when rolling a 401(k), and how to avoid them.

Working With a Financial Planner

“An investment in knowledge pays the best interest.”

~ Benjamin Franklin

Consumer Confidence vs. Consumer Sentiment vs. Consumer Comfort: What do they all mean?

“To succeed in life, you need two things: ignorance and confidence.” 
 - Mark Twain

Considering Paying Off Your Mortgage?

“Today, there are three kinds of people: the have’s, the have-not’s, and the have-not-paid-for-what-they-have’s.”
~ Earl Wilson

10 Facts on Social Security You Should Know