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Is it always better to rollover a 401(k) into an IRA? What do you need to ask if you have more than $5,000 in your 401(k) plan? Do you have options? Of course, you do you just need to know what [...]

Are you working for a company that has a 401(k) plan but offers no pension? Did you know that the US Treasury has made rule changes to 401(k) plans that will now allow them to offer annuities? [...]

Are you prepared for retirement? Do you know how much of your income you need to replace? Most people think that they will need to replace about 80% of their pre-retirement income. While this may [...]

Are you afraid that the stock market has passed you by? Are you one of the many who feel stocks are too expensive to invest in at present? Warren Buffett made his fortune by buying stocks at the [...]

Are you active in investing? Are you practicing diversified portfolio management? If you are, or if you are not, then here are some helpful tips for your portfolio. I recently read an article [...]

Do you have a ROTH 401(k)? Does your company even offer one? Do you understand how a ROTH 401(k) works? If you answered no to these questions it is best you read this post and consider talking to [...]

Are you afraid of outliving your assets in retirement? Do you fear you may not have saved enough to last well into your golden years if you live longer than expected? If so, a longevity annuity [...]

As we get ready for retirement, there are some things that may need to be addressed. The main question most of us will have as we enter our retirement years is will I have enough money to last my [...]

Are you a senior citizen? Are your parents or grandparents senior citizens? If, so you may want to be aware of the more common scams that target seniors. While scam artists will and do target [...]

Do you have the needed documents for when you are not around or able to make decisions? Do you know what these documents even are? While there may not be a need for everyone to have all of these [...]