A Few Easy Steps Can Help Protect Against Identity Theft Damage

by ReShelle Barrett, CFP® Senior Vice President Once upon a time, we all thought we were safe by not putting personal information on the internet. That meant avoiding online shopping, electronic banking, or even communicating on social websites. Nowadays, if you basically breathe, you are exposed to identity thieves around the world. Even if you […]

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Tips to Consider When Rolling Over Your 401(k)

by ReShelle Barrett, CFP® Senior Vice President Most people have changed jobs or left the work force at some point. This likely means leaving 401(k) accounts with old employers. Although some plans require in-active participants to distribute their account if the balance is under minimum, most will give you several options. Discussing these options with […]

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