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Self Directed IRA Custodians Compared 5 Feb 2012 | 08:38 am
I was talking with friends of mine over dinner at their house and the husband, Jim, asked me about my investments. He’s a quiet sort of a fellow and I was happy to have something to talk with him abou...
Planning for a 401k Rollover 7 Sep 2011 | 05:13 am
It is hard to plan for all contingencies in life but one worth planning out is a 401k rollover. Your financial future is worth an afternoon’s research and what you do now will pay off in the long term...
Beat the Retirement Money Blues With a 401k Rollover 11 Feb 2011 | 03:52 pm
There are three things that new retirees need to watch out for — depression, inflation and unrealistic expectations. Making the transition from full time worker to retiree is tough. Our culture values...
Don’t Forget to Take Your Money! 401k Rollover 10 Nov 2010 | 03:49 am
A 401k rollover is a great way to ensure that you are saving enough for retirement. It can be all too easy to leave one job for another and leave the old, individual 401k to whither away. Depending on...
More About 401k Rollover Forms 17 Oct 2010 | 06:05 am
Yesterday I got an email from a reader wanting advice on how to initiate a 401k rollover from his old company to his new company. I love getting emails from readers and after I had written to Julian, ...
Why Bother With a 401k Rollover? 26 Sep 2010 | 02:27 pm
In talking with friends and coworkers, too many of them ask me why they should “bother” with a 401k account, much less a 401k rollover. There are some great reasons to do bother. We’ll start with why ...
Payday Loan Yes or No? 27 Aug 2010 | 05:20 am
We recently got a question about whether to take a pay day loan. I’ve only just recently written about it here on the blog, but I was pleased to be asked to think more about systems like fast loans an...
Avoid Payday Loans & Same Day Loans 17 Aug 2010 | 02:11 am
For many Americans a payday loan is a common thing. Maybe not something that they access every month, but more than 4 times in a calendar year. As a culture we are drawn to quick solutions. We want to...
Understanding Bad Credit Mortgage 8 Aug 2010 | 05:24 am
The interest rates on home mortgages are so low right now, it is hard not to want to jump in and grab your share of the pie. No doubt you know at least two people who have refinanced their home mortga...
The 401k Rollover Plan 31 Jul 2010 | 06:09 am
I was talking with a friend recently and she is ready to transition from her current job, where’s she’s worked for over 15 years, into semi-retirement. I had to laugh — she just got a part-time job do...
