Three Strikes and You’re Out? I recall the wisdom relayed to me by a prominent weatherman for one of the local TV stations. He told me that no matter how hard he worked on his forecast or how strong his convictions were about the computer forecast, “I always stick my head outside and look at […]
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Tips to Consider When Rolling Over Your 401(k)
Investment Management, Retirement Planningby 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 […]
Necessary Change
In the NewsIf you are like me, as we get older, we realize that change can be frustrating. It happens when a favorite brand, service or website changes for what seems to be little reason, upsetting what had been a very comfortable relationship. For instance, one of the websites I visit frequently for timely information is Bloomberg […]
