401(k) Rollover Considerations
A common question from our clients is what to do with an existing 401(k) account when changing jobs – leave it? Roll it? Convert it? Let’s look at 5 different ways you can handle the money you’ve accumulated in your employer-sponsored 401(k) plan after you no longer work there. 1. Leave it in your current…
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Pondering a Career Change? Follow These 3 Steps
The pandemic has affected many things in our world and have caused us to pause and reevaluate things in our personal lives, including our careers and whether they are in alignment with our values. Is your career in line with your life goals? Or you’ve been working hard and not given the opportunities to advance?…
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New Job, New You! Are Your Finances Ready?
Leaving one job for a new one? Or perhaps you are returning to the workplace after time at home. New jobs can bring with them lots of excitement, opportunity and…..decision making! It’s important to look at the many financial decisions that occur in this time of transition; understanding the ramifications of leaving one job and…
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Why You Might Want to Consider a “Side Gig” in Retirement
Are you getting tired of being retired? Or perhaps you are simply finding yourself with extra time in your day? Whether retirement is in your near future or something you’re actively enjoying now, there are many benefits of not fully separating from the workforce. Of course, adding extra income to your discretionary spending allows you…
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Changing Jobs? Some Items to Consider
Whether planned or unexpected, changing jobs can result in some big decisions to make. Should you take your old employer’s retirement plan money with you? Which benefit options should you choose? How will your job change impact your financial situation and future goals? These are just a few of the questions you’ll need to consider….
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