When people are leaving their employer, one of the decisions they need to make is what to do with their 401(k). A retirement plan participant typically has four options (and may engage in a combination of these options), each choice offering advantages and disadvantages. Here, we will examine each 401(k) option: Option #1- Leave the … Read More about 401(k) Rollover Options to Consider

In a perfect world, both halves of a couple share the same investment goals and agree on the best way to try to reach them. It doesn’t always work that way, though; disagreements about money are often a source of friction between couples. You may be risk averse, while your spouse may be comfortable investing … Read More about Investing as a Couple – Getting to Yes

Investing involves setting goals for the future and weighing the risks and potential rewards associated with a wide variety of investment opportunities. If you are a new investor, this might seem like an overwhelming task. But take heart. Becoming familiar with a few basic concepts could help you have more confidence in your investing decisions. … Read More about Fundamental Concepts for New Investors

Navigating health insurance, retirement accounts, and real estate Divorce, while an emotionally taxing experience, also comes with several financial implications that, if not properly managed, could result in long-lasting financial strain. It’s essential to understand these hidden costs to effectively navigate your post-divorce financial life. Here are three key areas where hidden costs often lurk: … Read More about Three Massive and Often Hidden Costs of Divorce

Making economic forecasts and stock market predictions can be humbling. It’s especially tough when you expect stocks to go higher and get a big drop instead. The environment today is the opposite, but still tricky, as the recession hasn’t followed the chorus of predictions. In some ways, figuring out what to do now that stocks … Read More about Staying Invested in a Tricky Market Environment

In the U.S., women control a third of household assets. But by 2030, U.S. women are expected to control much of the assets that the baby boomer generation will pass to heirs, roughly 30 trillion in assets. High-earning women have become the newest face of wealth and will increase their net worth even more. High-earning … Read More about High Earning Women and Wealth Management