A Beginner’s Guide To Robo-Advising

In the not-so-distant past, if you wanted to invest your money, you had to go to a human financial advisor or make the investment decisions on your own. You would sit down in person with an individual who, presumably, had your best interest at heart, and advised you...

Rollover IRA–Six Steps to Success Part 3

Click here to read part one and part two of this post.   Step Four Whether your IRA is new or pre-existing, contact the bank or brokerage firm that will be responsible for protecting the assets in your IRA plan, and ask for important information like how the...

Rollover IRA–Six Steps to Success Part 2

To read part one, click here!   It’s important to keep in mind that plans vary, and some are significantly better than others, so take an in-depth look at the specifics of the plans offered. Limited retail class shares and additional record keeping fees and...

Rollover IRA–Six Steps to Success

I want to talk about the future. The future of your finances. While this conversation contains financial terminology that is often dismissed for its intimidating and overwhelming nature, I want to break it down in a way where it’s easily understood. Because I...