Retirement Account Rollovers and Transfers—You’ve Got to Get it Right (Part One)

I’ve recently had the opportunity to discuss the rationales and mechanics of IRA transfers, 401(k) rollovers, and ”Solo” 401(k)s with a few folks. It’s not uncommon to want to focus on getting on our ”financial ducks in a row” at the start of a new year. For some, that means simplifying their financial life and … Read more

Don’t Gamble Away Your Retirement Savings

For many people, the end of one year and the start of another is a good time for a financial health checkup. For some, this includes assessing their progress toward their retirement saving goals. Over the years, as I’ve counseled and coached folks getting closer to retirement who realize that they’re not as financially prepared … Read more