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Eget nullam non nisi est. Tristique senectus et netus et malesuada. Tellus integer feugiat scelerisque varius morbi enim nunc faucibus.

 
 
Journal | Access by Human Investing
Rolling a 401(k) Account into an IRA: Why you Shouldn't Abandon your old companies' Retirement Plans
Rolling a 401(k) Account into an IRA: Why you Shouldn't Abandon your old companies' Retirement Plans

The typical baby boomer will have an average of 13 jobs over their working career, according to the Bureau of Labor Statistics. While job moves are practically unavoidable, there are both internal and external challenges to navigate. A common mistake that many investors make is abandoning their old company’s retirement plan with the hopes of figuring it out later. If this is you, you’re not alone! According to USA Today, Americans have more than $1.65 trillion worth of lost or forgotten 401(k) accounts.

Five Smart Ways to Spend Your Tax Refund
Five Smart Ways to Spend Your Tax Refund

Tax season often comes with the sweet surprise of a refund—and while it might feel like a bonus, it’s actually a golden opportunity to make strategic moves for your financial future.

Does your asset allocation fit your current life situation?
Does your asset allocation fit your current life situation?

Diversifying your assets also known as your asset allocation is the mix of stocks, bonds, and cash in your investment portfolio. And it’s one of the key decisions you’ll make with your financial advisor.

5 Financial Resolutions for the New Year
5 Financial Resolutions for the New Year

As the new year begins, it’s the perfect time to set financial goals to help you grow and protect your wealth. Whether you're planning to build on your current assets or simply become more disciplined with your finances, these five resolutions can help you achieve financial security and peace of mind.

 

TOPIC 2

Eget nullam non nisi est. Tristique senectus et netus et malesuada. Tellus integer feugiat scelerisque varius morbi enim nunc faucibus.

 
Journal | Access by Human Investing
Rolling a 401(k) Account into an IRA: Why you Shouldn't Abandon your old companies' Retirement Plans
Rolling a 401(k) Account into an IRA: Why you Shouldn't Abandon your old companies' Retirement Plans

The typical baby boomer will have an average of 13 jobs over their working career, according to the Bureau of Labor Statistics. While job moves are practically unavoidable, there are both internal and external challenges to navigate. A common mistake that many investors make is abandoning their old company’s retirement plan with the hopes of figuring it out later. If this is you, you’re not alone! According to USA Today, Americans have more than $1.65 trillion worth of lost or forgotten 401(k) accounts.

Five Smart Ways to Spend Your Tax Refund
Five Smart Ways to Spend Your Tax Refund

Tax season often comes with the sweet surprise of a refund—and while it might feel like a bonus, it’s actually a golden opportunity to make strategic moves for your financial future.

Does your asset allocation fit your current life situation?
Does your asset allocation fit your current life situation?

Diversifying your assets also known as your asset allocation is the mix of stocks, bonds, and cash in your investment portfolio. And it’s one of the key decisions you’ll make with your financial advisor.

5 Financial Resolutions for the New Year
5 Financial Resolutions for the New Year

As the new year begins, it’s the perfect time to set financial goals to help you grow and protect your wealth. Whether you're planning to build on your current assets or simply become more disciplined with your finances, these five resolutions can help you achieve financial security and peace of mind.