Investing

Ah yes, the complicated and annoying 401(k) rollover. It’s yet another aspect of modern adulthood that our parents (and grandparents) generally didn’t have to deal with. It can be a hassle to figure out the tax consequences surrounding 401k retirement accounts — especially when changing jobs. However, it’s definitely an important task, and one that […]

Rising interest rates! Uncontrollable inflation! Possible COVID third (or fourth) waves! Tech crash! Over valuation! The S&P 500 is still within 5% of all-time highs. However, if you’ve looked at any financial news lately, you’d think that the stock market is going haywire. It can be tempting to panic and abandon your investing plan with […]

Retirement funds accompany many benefits employees can take advantage during their working life. Depending on the arrangement between you and your employer, these benefits may be trusted to a number of different investment companies. However, employment circumstances often change, especially when global pandemics take hold. You may have lost your job, found a new work-from-home […]

I got a call from a Fidelity rep recently. He explained that my old financial advisor left the firm and he wanted to introduce himself, just in case I needed assistance. It’s too bad we never know when our contact leaves before the split happens, but at least they called me to let me know […]