Changed Jobs? Rollover Questions Answered
Did you just change jobs? Have a IRA Rollover or 401(k) you haven’t moved yet from a previous employer? I received a couple of calls in the past few days from my 401(k) clients. Thank you by the way, it... Read More →
4 Things Your Investment Plan and The Walking Dead Have In Common
Imagine waking up in a hospital bed. You have no idea how you got there. You look around confused and start pulling off wires. You push the little nurse button again and again. No one responds. There are no sounds... Read More →
5 Investments Strategies To Avoid Like The Plague
Global pandemics like The Plague and Ebola scare the crap out of me. Both are highly contagious and cause a painful death. So what does The Black Death and Ebola have to do with investing? Bare with me. Recently I... Read More →
Is My 401(k) Protected From Creditors?
In a word…Yes. I get asked this question frequently. In fact both qualified plans like a 401(k), and IRAs have protection from creditors. It depends on the state you live in and the type of judgement you face. In 2005... Read More →
4 Year End Portfolio Moves
October is month when leaves are changing color, there’s a nip in the air signaling the beginning of fall, and of course stock market corrections! I can’t believe as I write this that we have already entered the fourth quarter.... Read More →
Got Wealth? Here’s How To Keep It
You’ve saved for years and accumulated quite a pile of wealth. Congratulations! Now your main concern may be keeping it. High net worth clients say their biggest worry is holding on to that pile of cash. You got some dough,... Read More →
3 Simple Steps To Financial Gratitude
September is home to quite a few unique days. On the 28th I hope you’ll celebrate national Ask A Stupid Question Day with me! On a more serious note, September 21st honors World Gratification Day. When I talk to people... Read More →
Sudden Wealth From Retirement?
You made it. You are retired. Your new job will be doing whatever you want! Sounds good, right? Retirement can be a wonderful time. It’s a Life Event that usually happens to each of us at some point. Life Events... Read More →
Sudden Wealth from a Life Event?
As a financial advisor, I get more than my share of strange phone calls. Some are real doozies! So when I picked up a recent call, I braced for impact! Some calls are really weird, other times someone is soliciting... Read More →
Financial Mindfulness – The Path To Worry Free Finances
I’ve always been fascinated with meditation. Recently I started using an iPhone app called Headspace. Headspace walks you through how to mediate. It’s really quite nice. One of the primary things meditation helps with is mindfulness. Mindfulness is defined as... Read More →